Understanding Opportunities and Pipelines in CRM

Understanding Opportunities and Pipelines in CRM

1. Accessing Opportunities and Pipelines

   • Click on the Opportunities tab on the left-hand side to access the Opportunities and Pipelines section.

2. Exploring Pipelines

   • Pipelines are stages or processes through which contacts move.

   • Customize pipelines by creating, deleting, or editing them in the Pipeline section.

3. Creating a Pipeline

   • Click on the top right button to customize a pipeline.

   • Create stages in the pipeline to track progress, such as service requests, completion, invoicing, and payments.

4. Managing Pipelines

   • Save the new pipeline after creating stages.

   • Explore opportunities within pipelines to track contacts.

5. Customizing Pipelines

   • Edit, update, or delete pipelines as needed.

   • Use arrow buttons to move stages up or down in chronological order.

6. Dashboard Display

   • Choose which pipeline components to display on the dashboard for easy tracking.

7. Understanding Opportunities

   • Opportunities represent contacts moving through pipeline stages.

   • Each pipeline has specific stages for different services or processes.

8. General Notary Work Pipeline

   • Stages include new lead, appointment booking, confirmation, completion, review requests, and Google reviews.

   • Customize stages by editing the pipeline settings.

9. Loan Signing Direct Business Pipeline

   • Stages involve new lead, office visit, introduction, nurture process, booking signing, as needed signings, and regular recurring signings.

10. Loan Signing Services Pipeline

    • Stages cover new lead, call intro, received signing, regular customer, and leads from signing services.

    • Track interactions with signing services for new opportunities.

11. Additional Navigation

    • Explore additional components and features within the Opportunities and Pipelines section for comprehensive CRM management.