What the heck is a pipeline?

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same. If you’d like to get the new updates now, contact us!

We recommend you start by watching our video on this subject, which you can find above. Learn more about what pipelines are here: 

• A pipeline is a workflow or a categorization tool for a particular type of process at your business.
• A pipeline contains a series of statuses that you can attach to a contact/company to keep track of where they are in that process.
• For example, a Lead pipeline might contain the following statuses in your sales process - Prospect, Qualified Lead, Sale Completed, and Sale Lost. At any time, a Lead can be attached to a contact or company and given any one of these statuses.
• In addition, custom pipeline fields allow you to capture specific data about your process. Track values, sources, specific dates, or other important information at the pipeline level.
• Pipelines can and should be customized to fit your business’s processes and relationships from the “Customize your CRM” page under Settings.
• The pipeline report gives you a comprehensive view of all contacts in your pipeline in active or closed statuses. Learn how to pull pipeline reports here.
• Pipelines are the most powerful feature of LACRM - if you need a hand getting set up, please contact us.