How To: Create A Pipeline

Utilizing PaidToday Pipelines

Title:
How To: Create A Pipeline
Comments:
"PaidToday Pipelines has been a game changer for my sales process! - Owner"

Contents


    Open CRM Tab On Side Bar

    Directions:
    1. Click the CRM tab on the left side bar

    Click CRM Tab


    Click Manage Pipelines Button

    Directions:
    1. Click the Manage pipelines Button (top right of screen)

    Click Manage Pipelines Button


    Click Add Pipeline Button

    Directions:
    1. Click the add Pipeline Button (Top Right Of Screen)

    Click Add Pipeline Button


    Name Your Pipeline

    Direction:
    1. Name your pipeline
    2. Click the save button

    Tips: Name should be relevant to the customers journey. Where does it start from a lead capture form on your website? A cold calling process? A referral? Understanding how your prospects go from prospect to lead to customer. Understanding where they are coming from will give you insights on where to improve your systems and also what is working in your sales systems

    Name Your Pipeline


    Create Pipeline Steps

    Directions:
    1. Name your first step in the input field
    2. Then click the Add Step Button
    3. Continue to adding steps by repeating this process until you have all the steps you want in this pipeline

    Tips: Think of the core milestones of your sales process or when lead nurturing is most needed. Ex. Customer calls in and leaves a message, you want to make sure they receive a call back with in the first 24 hours of receiving the call. So steps could be 1. Lead left us message. 2. We called back no answer.  Or 3. we called back and they did answer. You would move leads to the corresponding step based on the results. then on to 4. Booked appointment. and so on. (KEEP IT SIMPLE TO START).

    Create Pipeline Steps


    See All Pipeline Steps

    Direction: Take a look at your pipeline flow
    1. is it simple enough?
    2. Does it accurately show a customers journey from a prospect to customer?
    3. Is there anything we need to add or remove from this process?

    Tips: Most pipelines only really need 4-8 steps to be effective. Keep it simple to start then advance your pipelines as you gain an understanding of your customers journey with your business.

    See All Pipeline Steps


    Add Contacts To Pipeline Step

    Directions:
    1. Click the drop-down arrow on the step we want to add contacts to.
    2. Click the Add Contact from the options

    Let's add our contacts to their corresponding steps. Click the down arrow on the step we want to add a contact too and then click the add contact from the selection

    Add Contacts To Pipeline Step

    Add Contacts From Pop Up

    Directions:
    1. Click the drop-down and select the contact you wish to add

    Add Contacts From Pop Up


    Drag Contacts To Next Steps

    Directions:
    1. Click and drag a contact from step to step

    Tips: Drag contacts around as needed to track where they are in your sales process

    Drag Contacts To Next Steps


    Arrange Pipeline Steps

    Directions:
    1. Click and drag on the four square icon on the top left of the step
    2. Move to position you want
    3. Release click

    Tips: You can always rename or move your steps around. This is great for when you realize you need more steps or gain a clearer view of how your customers are actually flowing through your sales process.

    Click & Drag Pipeline Step


    Remove Pipeline Steps

    Directions:
    1. Drag all contacts out of that step first
    2. Click the drop-down arrow on the step you want to remove
    3. Click the Remove Step Selection

    Tips: Make sure to move all contacts to appropriate other steps before removing the step they were in

    Remove Pipeline Steps


    View Our Created Pipeline

    Directions: See your pipeline overview
    1. See the Title
    2. See when it was created
    3. See how many steps you have in this pipeline
    4. See your pipeline population - (Total # of people in this pipeline)
    5. If you want to rename your pipeline click edit.
    6. If you want to manage the pipeline click the view button.

    View Our Created Pipeline


    How To Create A Pipeline - Watch How It's Done!

    Directions:
    1. Open Video in full screen for optimal viewing.

    How To Create A Pipeline - Watch How It's Done!