Streamline Your Business with airSlate SignNow's Pipeline Tracking Tool for Enterprises

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[Music] One very important feature in less annoying  CRM is pipelines. A pipeline is a way to track   any process or workflow from start to finish,  and using one means you will never let another   opportunity slip through the cracks. You can  focus on the people who are the highest priority,   and you can pull very detailed reports. A lot of  our customers use pipelines for tracking things   like sales leads, but pipelines can be customized  for just about anything. So if you need to track   recruiting, or customer service tickets, or  business development operations - you can   track all of that and more with pipelines. In  this video, we'll cover how to use pipelines,   how to customize your pipelines, and finally  we'll talk about pulling pipeline reports. Start on the contact or company record that  you want to work through your pipeline. In   that "Attach an item" section, just select  the pipeline that you want to attach. We   have a simple "Lead"pipeline listed here, but  you could have a differently named pipeline   or more than one pipeline to choose from- just  depends on your setup. Next you'll choose the   appropriate status for this contact or company  and fill out any custom fields - it is almost   always best practice to also save a note for a  little bit of context and set yourself a task to   complete the next thing, or you can assign  that task to somebody else on your team.   So that looks good, so we'll save it. Now, I  can tell exactly where this contact stands in   my pipeline at a glance and I'll use this  badge to update their status whenever that   time comes. Continue to move this contact  through the pipeline updating custom fields,   taking notes along the way, until they've  reached one of the closed statuses. This   history is all logged on the contact so I have a  comprehensive view of their life in the pipeline.   If you're using pipelines to track items that  might repeat, such as orders or policies,   you might attach a pipeline more than once  to track each order or policy separately.   So we just talked about adding  a pipeline to a single contact,   but if you have imported a file of new contacts  or companies you can also add them in bulk to a   single stage of your pipeline from the finished  import page - just saves you a bit of time! We're going to talk through how to customize a  pipeline in this section, but remember coaches   like me have helped thousands of customers set  up and use their pipelines, so do not hesitate   to reach out if you'd like some help with this  part. Okay, let's get started! From your pipeline   settings you'll see whatever pipelines came  with your account, which might be specific to   your industry. I'd recommend taking a look at  your existing pipeline setup by clicking this   "Edit"option because you may just need to tweak a  few things instead of building one from the ground   up. We will look at the edit option in a second.  If you do find that your existing pipelines don't   work for what you're looking to track, just click  here to add a new one to your account. We've got   some templates that can be good starting points  for pipelines- like if you need to track orders or   customer service tickets, recruiting...even if you  do start with a template it's still good to make   sure that the name the statuses and the fields  of that pipeline were exactly what you need.   So let's click the "Edit pipeline" option to  see the inside of a pipeline's structure. You   can change the name and the icon that shows up  in your report here, and you can even assign   this pipeline to a specific team -check out  our Users section to learn more about teams.   You'll see the status section of your pipeline  first - the statuses in your pipeline are all the   stages or the steps that reflect your process from  beginning to end. The pipeline that I'm working on   here is for leads, so I just need to add a few  more statuses to make this accurate. Anything   that is part of this "active status" column just  means you're actively working through that process   still, and you can reorder them however you need.  All right, that looks good, so now I just need to   make closed or end statuses that reflect all the  ways that this process could end. Most of my leads   will go into the sales one status, but I also need  to report on leads that we did not capture. So,   normally you'll only have a couple of closed  options. Okay, once your statuses look good,   move down to the custom pipeline field section.  These fields are tracking more nuanced data   about the process - so if you're tracking leads,  maybe you want to know where a lead came from, or you may also want to know what services  they're interested in - you could create an   "Interested in" checkbox list. So as you're  adding custom fields, just consider the   reports that you may want to see. If you  want to filter or see a particular list,   it's a good bet to add that information  as a custom field for tracking purposes.   Cool - now that your pipeline is customized you  can start putting people or companies through it. The contact or company is great for seeing all the  pipeline activity with an individual, but use the   pipeline report to see all of your leads in one  place. The contact or company's basic information   is right here, and you can easily view their  pipeline information on the right. On that badge,   just click it to update the pipeline's info.  You can set a task or take a note from here,   your whole team can also access this  report to view one another's progress,   but you could also filter it to see a specific  team member's work in the pipeline. You can   always export to excel to calculate total  values or print a PDF to send a copy off.   You can also use these filters on the left  to pull some specific reports. So maybe   you want to focus in on just your prospects -  filtering by status lets you narrow in on them.   Or pull a report on all the sales that you won  last month for a specific service of yours. I'll   add this "Add a filter" option to filter by my  custom field and find everyone who is interested   in a specific service. If you're tracking orders,  you could find all of your completed orders for   last month and export that list to total up last  month's sales. The possibilities here are kind of   endless, so try stacking a few filters to get the  report that you need. Once you have started using   the pipeline you can always go back and add  another status or custom field in the future.   That is it for pipelines, but do not hesitate  to reach out if you have any questions. foreign