This article will cover the following topics:
Create New Opportunity
Create a New Lead
A Lead in Pipeliner is a cold, unqualified enquiry. All Leads can be found by clicking on the "Leads" tab. We can also see Leads in the red column in the Pipeline view. This visual approach to seeing your leads also allows you the ability to activate a Lead. Click on the "Create New" button located in the upper left. Select to Create a New Lead. Complete the fields. At this point, you can also link the Account record and add any Contacts (people who work at or for that Account) to this Lead.
If those Accounts are already in Pipeliner, type in some of their name and Pipeliner will recognize all the Accounts with that segment of their name in them, select the name from the list. If the Account is not already in Pipeliner create the New Account in Pipeliner, (select the “+” or a “Create New” button) and complete the fields.
Creating an Account when not creating a Lead or Opportunity
Link the Contact to this Lead. If the Contact is already in Pipeliner type in some of their names and Pipeliner will recognize any Contacts with that segment of their name in them, select the name from the list. If the Contact is not already in Pipeliner create the New Contact in Pipeliner, (select the “+” or a “Create New” button) ⤵
Creating a Contact when not creating a Lead or Opportunity at the same time
Now creating those actionable activities is done with either a mouse over or to double click on the lead which brings you to the detail page of the lead ⤵
From the Activities, menu select from either an Appointment or a Task.
Appointments — meetings that have set date and times they start and end.
Tasks — an activity you need to do (i.e. phone call, email).
Complete all the fields and click on "Save".
Once you completed the Activity, go back to the Activity to mark the status as "Completed" ⤵
Now you have called the Lead, marked the phone call activity as completed, and at this point, maybe this Lead becomes a qualified Opportunity ⤵
Qualifying a Lead in Pipeliner means that you are ready to move this Lead into the Pipeline and qualify it to become an Opportunity. From the Pipeline, view click & drag the Lead to the step (stage of your sales process) it should be in at this point ⤵
At this point, Pipeliner requires a couple of specific pieces of information. Complete the fields for — Value and Closing Date ⤵
All the activities that you created against your original Lead will still be visible and you carry on managing your Opportunity by adding Tasks (such as Calls) and Appointments as you move through the process.
As you move your Opportunity throughout the steps of the sales process two things might happen:
the deal is "LOST"
the deal is "WON"
Losing a deal in Pipeliner requires you to first "Archive" (available in Business and Enterprise Tiers) the Opportunity ⤵
Winning a deal in Pipeliner is as simple as moving the deal to the last step of the Pipeline process. Pipeliner recognizes the deal as being won and requires you to confirm some information ⤵
