Articles
Sales Pipeline Overview
A sales pipeline defines a typical step by step process that sales reps go through to convert a prospect into a paying customer. A sales stage is created for each step in the sales process. The sales rep is responsible for moving the stages...
Sales Pipeline And Opportunity Settings
The sales pipeline defaults determine how Infusionsoft behaves when an opportunity is created automatically. An active stage is one where a sales rep is engaging with the prospect and you want to protect the "lead" for that sales person. Defi...
Create Sales Pipeline Stages
Infusionsoft has predefined sales pipeline stages, based on a typical direct sales process. You can customize these stages to align with your direct sales process. Each stage can be integrated into a sales and marketing campaign. Sales reps ...
Set Up The Pipeline Checklist
When a sales rep moves a stage in an opportunity record, it can initiate automation. However, there may be specific goals, tasks, or talk topics related to each specific stage. The sales rep must be aware of or complete these items, but the...
Stage To Stage Pipeline Automation
When a sales rep moves the stage in an opportunity record, Infusionsoft can initiate automation that updates tags, sends an email to the prospect, starts a new campaign sequence, sends internal notification messages, assigns tasks to other users, a...
Sales Pipeline Dashboard
Each sales person can add the Pipeline Stages widget to their dashboard and select which stages they want to monitor. Go to your dashboard by clicking the home icon button on the toolbar Click the Add Widgets button Scroll do...
Trigger Sales Automation Without Moving A Stage
Sales stage movement is a great way to trigger predictable, standard actions that do not differ based on the individual prospect. However, there may be events that occur during the sales process that are not predictable and require some human discer...