📊Opportunities (Pipeline)
The Opportunities tab or better know as a Sales Pipeline is the place you can keep track of all your leads in your LMS.
We all live busy lives and it can be easy to skip over this sections because you don't want to add another step to your process.
What we've found is that the clients that use the pipeline build out are able to keep track of there leads in each stage of lead nurturing. Also we see a higher Lead to Appointment rate since they aren't letting leads that aren't as responsive slip through the cracks.
We hope this section will help you get more grease flowing down your pipeline! 🥓
If you want to know how to get to the Opportunities Tab, click here and come back!
Once inside, you should see all the stages in your pipeline.
Depending on how your pipeline is set up, your stages may look different than what is below, but all the principles in this guide will still apply.
Before you mess with anything in your pipeline, it is important to take note of the filters and search bar that will help you organize.
Date and Time
By clicking on this, a pop-up with a calendar will give you an option of what range of dates you want of leads. It is important to note this will only filter leads out on the day the lead was created it.
Chose a Pipeline
If you have multiple pipelines in your LMS, this is where you can click on to switch which pipeline you are looking at.
Assigned To
If the leads are assigned to multiple users in your LMS, this is where you can filter out leads owned by different people.
Lead Status
By default, this will be set to see all open leads. This view should be good most of the time, but if you mark a lead as "Won" or "Lost" you won't be able to see them.
If you can't see all the leads you are looking for, click on this button and a drop-down will open. Select "all" and you will see all leads no matter the status they are in.
Search Bar
Click on this bar and type the name of the lead you are looking for. This will filter out all leads that aren't the one you are searching for.
Now that you can see all the leads that are in your pipeline, let's learn how to deposition leads from stage to stage.
Depositioning Leads
When you want to move a lead from stage to stage, all you have to do is drag and drop the lead from one stage to the other.
If you want to learn more about making changes to your pipeline, click here to learn more.
How to get to the Opportunities Page
Go to the top left part of your screen and tap on the 3 bars icon.
Once the menu side bar is open, tap on the Opportunities section.
Now you are in your pipeline with all the stages and leads. Let's talk about some of the tools that will help you view your pipeline.
Select a Pipeline
By tapping on here, a tab will scroll up on the bottom of your screen and you can select the pipeline you want to be looking at.
Date Range
This is where you can pick a range of dates a lead was created and filter out ones that weren't created in that date range.
Search
By tapping on the magnifying glass icon, it will bring you to a search screen where you can find a lead you are looking for.
After you've set all the correct filters you want, you can now navigate and deposition leads in your pipeline.
Navigating Your Pipeline
To move around in your pipeline, you can scroll side to side to see all the stages and leads.
Depositioning Leads
Find the lead you want to move to a different stage.
The lead should have it's own box with actions that you can do. You are looking for the back and forth arrow symbol in a button on the bottom right.
Tap on that button for a scroll up tab with all the stages in your pipeline.
Once you find the stage you want to move the lead to tap on it and it will be move to that stage.
While "All the world’s a stage, And all the men and women merely players," you may want to learn more about your own pipeline and stages in it. Watch this video to learn a little more!
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