Streamline sales opportunity management in Onboarding forms with airSlate SignNow

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in today's video I'm going to show you how to create and manage the opportunities for your business this is really great what we can see here in front of me is a list of opportunities that we have in a pipeline by opportunity I mean it's a potential customer for your business and by pipeline it is a structure in which you bring people where those leads through so in our current pipeline what we can see here is we have a selection of six headlines we've got new lead hot lead delayed lead scheduled lead decision making won and last future John here I wanted to interrupt this video really quickly just to say thank you to the first 900 people who have signed up with our YouTube channel it's absolutely amazing to see I really appreciate it growing this channel is something I know I've wanted to do for years and I promise to bring you some awesome videos with amazing content and value purely for you going through 2023 and forward so if you find this interesting or get any tips make sure to hit the Subscribe button and follow on and watch some of our other videos in the meantime check out the description I've included links down below that relate to everything that's being talked about in this video so if you wanted to get a 14 day free trial for this CRM then you can get it or if you wanted to check out some other resources free things check out the description I'm John get back into the video so depending on your business this can be changed up you may want a different process for businesses that have sales Cycles where you close a customer in a day or two you can use a simplified version of this pipeline for customers who use larger sales cycles that could take months and years then you may have a more complicated process in here and then click create new pipeline we're going to call this one intro call and the stages for the pipeline I probably just had a look at there it is the section where each of these different leads is up are they a brand new lead have you talked to them and you know that they are interested so they're a hot lead have you scheduled an appointment with them did you win the customer did you lose a customer and then if you want you can change this to whatever headlines that you want that makes sense for your business so if you change your pipeline in the future you can come back in here you can update your pipeline here will hit save and there we have two pipelines the new one called intro call when we go into opportunities we want to click on the pipeline that we want to to add leads into with goha level while we have set up already and what you can set up for yourself is some automations so if someone comes to you and asks you for more information if they are a lead then you can set it up where they automatically end up in this pipeline for example in our 20 minute intro call pipeline we have an automation set up where these leads come from Facebook ads or from website contact forms and when they are created they automatically get put into the new lead section we get a notification on our phone up and we also get a notification through email where I specifically get a notification for this because I am assigned to these leads to create a new opportunity we click the new button we put in the name of the customer so search for the name and who I'm looking to create a opportunity for here is Jason Bond and their email address will automatically fill itself in if you've got a phone number company name that will all automatically fill in and what we want to do is we want to name this so we're saying this is for website design client and we want them to go into the pipeline pipeline intro call and we're putting them in as a new lead we click the button we can see the different options which we created a minute ago it's a open customer so it's brand new the lead value is 2000 Euro for a website build the owner is John McGovern that's myself and the source if we say referral or you could change it to paid odds and we will add this opportunity then we see the opportunity has been added to the new lead section we can now click on this lead to see all of their details so if I wanted to email this lead then I'd be able to do it here if I want to book or update a calendar appointment I can do it here if I need to do a task then I can also do it here so you've got your due date you assign the person you give it a name or if you just have a generalized note for the lead maybe I've had a second or third phone call with this lead and that's where I'm going to add the information through in here or I can click directly onto the contact information let's say I've talked to Jason two or three times and I know he's a hot lead so I just grab it and I drag it over to the hot lead section we can see the value for this lead and the quantity of these leads all automatically update so we've got our leads built in there we have the pipeline built in where we can move them along the track the alternative is you have your leads generated and they go into your inbox and then you forget about your leads maybe you use an Excel file to manage your leads this is a much better more structured way to manage your leads and to have all of your information linked together so let's say we want to find out more about this customer and I need to do more work on this customer while I'm calling them so there's a section or a button here called contact info we click the little icon this will open up a new page that will show us the contact information for this customer and I can now email the customer directly from here so we've got our contact and it will load now Json Bond envelope class or media and then in the middle here we see we have an email if we have a phone number for this okay we've got a phone number there I'm going to hit save and I'm going to reload the page and the contact details will load themselves up and now what we see down in the middle here I'm able to email the customer or I'm able to send a text message because I have their phone number and this test text message will go directly to them if we say hey Jason you can request payment through text message or through email you can also use templates that you have built in for yourself so maybe you've got a template email that you send to customers who you are trying to sell a service to maybe you've got a template text message to book deployments that are and that you need to cancel or that you need to change the time with so you can use templates for many different reasons here you can send it right now or you can schedule your message to go out so we can select ID change our time and we can change the time zone so if you're an international business dealing with customers around the world this is a very handy feature back on our opportunities we have Jason we are able to text them straight from the opportunities page which I'm using a number so it's not sending we can also email the customer follow-up email hi Jason explain here and again we can add an attachment we can use a template or we can request a payment which will link directly in with the stripe and we can hit send so that email is now sent to that customer straight into their inbox if we need to create a task for the customer we have it on the right hand side and the due date for this I'm going to put in as Wednesday the 15th at 8 am hit hit the tick hit save and that is now scheduled a new task so we can see here there's a task for adjacent that's scheduled in two days in two days time when I come back in here and I complete that task I can tick that off and it disappears because the task is complete to automate getting this lead into this pipeline what we can do is we can set up some automations on the left hand side we have the automation tab so we've got two different automation set up at the moment we've got booked calls and Facebook leads for SAS wanna lead is created when they submit their information they are automatically going to go through this process you are assigned a user so John McGovern is assigned as the user customer doesn't know that there's an internal notification to say you have a new meeting booked here's your appointment time here's the contact's name their email their phone number and company name we also created as an opportunity so now that we add in this lead as an opportunity they all automatically go into the opportunity section that we just looked at the opportunity is sent a text message they receive a text message to say thank you for scheduling your call in I'm looking forward to talk about your growth goals and we can attach files in these templates as well in this case I send them to a website address and we've got one more part to that automation so one day before that appointment is booked you can book one month ahead of time when the event is happening one day before the event we want to then do an action and the action that we're doing is we are emailing the customer or the lead to say your appointment is starting in 24 hours make sure that you go to our Google meeting and that's today's video keep it short in tweeze giving you an overview of how you can create and manage your pipeline and how you can create some automations for that pipeline as well helping you save time and accelerate the business growth I've been John see you in the next video