Using the Sales Pipeline
The Sales Pipeline is a dynamic visualization tool that allows you to quickly access key information about your clients & leads.
Rename your Sales Stages
The column titles of the Sales Pipeline are customizable and can be edited by clicking "Settings" in the side navigation, selecting "Sales Settings," and then clicking "Sales Stage."
ℹ️ Note: The two columns originally titled "Closed-Won" and "Closed-Lost" will still function as won business and lost business, respectively.
Add Additional Sales Stages
Add additional stages to your pipeline to assist in monitoring where a lead is within the sales and booking process. Follow the steps outlined below to create additional sales stages in your account:
Select the settings gear at the bottom of the left-hand navigation bar.
Select "Sales Settings" from the menu that appears.
Select "Sales Stage" in the submenu.
Select "+ Add" at the bottom of the page to add additional sales stages.
Name and save your stages accordingly.
Reorder your Sales Stages
Reorder the stages into the desired order by selecting "Reorder Stages" in the upper right-hand corner of the page. This will be important as you create the order the stages appear in the sales pipeline view.
Utilize any existing sales stage to trigger sales campaign emails and launch portal template automations.
"Closed - Lost" will remain in the farthest right-hand column of the pipeline and cannot be moved. "Closed - Won" can be moved around in the sales stage order. For any events placed in the sales stages that follow after "Closed - Won," they will fall off of the pipeline based on the Closed Leads filter settings (as shown in the screenshot below):
Lead Insights
Hover over a lead card to see Sales Campaign progress and view lead insights for things like when they last accessed Releventful or when they last opened or replied to an email.
Click into a lead card to go directly to their event portal, view their lead records, or edit their event details.
Filter the Pipeline
To customize the leads displayed in your sales pipeline, click Filter to adjust the filter options.
