To use this campaign, you must have either the Deluxe Sales or Complete Edition of Infusionsoft
Setting up your sales pipeline has never been easier! This campaign contains the recommended stages for any sales pipeline along with two extra stages that can be customized for your specific process. However, the real money is in the daily management of your pipeline.To ensure your success, this campaign includes training on how to setup your dashboard as "ground control" for your pipeline and how to properly work a sales lead.
You will need to follow the campaign launch instructions to publish the campaign, to setup your dashboard, and to learn how to properly work a sales lead.
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Sales Pipeline Starter Kit
Setting up your sales pipeline has never been easier! This campaign contains the recommended stages for any sales pipeline along with two extra stages that can be customized for your specific process. However, the real money is in the daily management of your pipeline.To ensure your success, this campaign includes training on how to setup your dashboard as "ground control" for your pipeline and how to properly work a sales lead.
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2.8
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Most Recent
Kerry Greener
Reviewed on: 11/26/2021
Reviewed on: 11/26/2021
I think the ratings for this pipeline setup are rather unfair - if you know what you're doing then this is a great starter template for a basic functional pipeline.
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Kiya N
Reviewed on: 8/10/2021
Reviewed on: 8/10/2021
Looks great, but what do I even do with this?
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Aaron Frankel
Reviewed on: 11/14/2019
Reviewed on: 11/14/2019
There are no real instructions per se. There is one note describing the recommended stages. If you already know the ins and outs of building pipelines, this may be a good base. If you're in the dark, this is not going to do much for you.
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