Geteilte Anleitung

How to create custom pipelines

Learn how to create custom sales pipelines with this step-by-step guide.

victoriaworkflowsvictoriaworkflows
·40 Schritte·71 Aufrufe·Veröffentlicht

Learn how to create custom sales pipelines with this step-by-step guide. By following these simple instructions, you'll set up a tailored pipeline for client acquisition, allowing you to manage inquiries, track discovery calls, and monitor proposals effectively.

Step-by-step Guide40 Schritte

  1. Click Sales Pipeline

    Click Sales Pipeline
    Loading screenshot…
    100%

  2. Click New pipeline

    Click New pipeline
    Loading screenshot…
    100%

  3. Press a

  4. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  5. Type "Client Acquisition"

  6. Press a

  7. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  8. Type "New Inquiry"

  9. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  10. Press a

  11. Type "Discovery Call Booked"

  12. Press a

  13. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  14. Type "Discovery Call Completed"

  15. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  16. Type "Proposal Sent"

  17. Press a

  18. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  19. Type "Awaiting Payment"

  20. Click New stage

    Click New stage
    Loading screenshot…
    100%

  21. Press a

  22. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  23. Type "Client Onboarded"

  24. Click New stage

    Click New stage
    Loading screenshot…
    100%

  25. Press a

  26. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  27. Type "Lost"

  28. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  29. Type "10" in Number

  30. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  31. Type "20" in Number

  32. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  33. Type "30" in Number

  34. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  35. Type "40" in Number

  36. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  37. Type "60" in Number

  38. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  39. Type "0" in Number

  40. Click Save changes

    Click Save changes
    Loading screenshot…
    100%