Groups and pipelines are both helpful for tracking important details, but when should you use which one?
Groups are best for tracking a shared quality or characteristic of your records (that is not part of a process).
- Use groups to track where you met someone, what industry they're in, or other professionals that you work with.
- Groups will not provide any historical tracking; you can pull up who is currently in the group, but there's no additional reporting for groups.
- Learn more about groups generally here.
Pipelines are best for tracking stages of a process.
- Use pipelines to track your sales process, client projects, or other processes.
- Pipelines provide historical tracking as someone moves from one stage to another, and you'll have additional reporting options based on your customization.
- Pipelines are not a good option to track general characteristics or qualities that your contacts share.
- Learn more about pipelines generally here.
Real life examples:
- Want to track clients? If you just want to see your current clients, create a group. If you want to track the process of getting someone as a client, use a pipeline instead.
- Want to track networking events or event attendance? If you want to track who you've met through networking events, create a group for the network. If you want to track who has attended events you host, create a pipeline instead.
- Not sure which one is best for your situation? Contact us and we'll be happy to help.
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