Introduction to Sales Pipeline
The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation. It allows you to easily manage your leads manually or automatically with Groundhogg.
Once you successfully integrated the Sales Pipeline, you will be able to see new menus under the Groundhogg tab named Deals and Pipeline.
This add-on also contains its own benchmarks and actions that allow you to get the most out of Groundhogg.
With the pipeline, the sales team will be able to move a deal in between a series of stages.
Users can add a new pipeline by clicking the “Add New” button on the top of the page.
This will redirect users to a new layout where they can add stages and create deals. By default, the pipeline contains four stages. However, you can add more stages by clicking the “Add Stage” button.
There are three different ways that you can create deals inside a pipeline.
First, you can add new deals in any stage by clicking the “Add Deal” button.
When adding deals you need to insert details about the deal like the title, contact details, deal owner, potential revenue, etc.
Sales Pipeline also provides a create deal action where you can automatically create a deal in your pipeline. Note: the section of this action also supports replacement codes.
If you prefer the traditional WordPress layout to create deals then you can do that as well.
To create a deal using the traditional layout, navigate to the deals page. On this page, you can find an “Add Deal” button, this button enables the W ordPress default layout which you can use to create new deals.
When you successfully created deals using any of the methods described above it will add the deal into the pipeline and it will look like follows:
Each deal can be moved between stages by dragging a deal between different sections.
You can run automation based on deal movements using Groundhogg’s funnel builder. To achieve this, Groundhogg provides a new benchmark named “Deal Moved” which executes when deals are moved inside the selected stage.
Each deal contains a won/lost button. Clicking on this button concludes the deal and moves it outside of the pipeline.
You can view all the win/lose deals on the Deals page. You can also move win/lose deals back into the pipeline using the deals page.
There are two different ways you can edit your deals on the go.
To edit deals, you can click on the pencil icon which will open up a window where you can update details of a deal.
You can save these changes by clicking on the “Save Changes” button at the bottom of the pop-up. This window also displays additional details about contacts like its lead source and source page.
The deals page also supports editing deals. To edit a deal you need to navigate to the deals page. Here, you can see a list of available deals. Click on the deal you want to edit. Once all the changes are completed click on update deal to save changes.