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hello hello jeff alvin here with ballen brands and today i want to show you how to use pipeline stages in the keep max classic platform formerly known as infusionsoft so pipeline stage is actually a really cool feature it focuses on opportunities and basically it's kind of a way to manage let's say a sales process or even a fulfillment process if you want to use it that way so i'm going to show you a little bit about what you can do in opportunity stages so the first thing is is it's under the crm features and there's a thing for opportunities but that would just show you opportunities that are open not the configuration for it so i'm going to go down here to crm settings and you're going to see over here under sales settings opportunity defaults sales pipeline and pipeline automation so i'm going to show you a little bit about each of those now the opportunity defaults lets you choose which sales stage is the first one to default um you know what is the win and loss stages because you get to kind of track that as well there's some reporting based on uh wins and losses as far as the sales pipeline and are we requiring a win reason what lost stages are there so a lot of different opportunities or adjustments here i don't recommend going in and trying to over configure these things if you haven't used it before because you want to first kind of see how you use it and then put in some of the additional controls as you get a little more dialed in with it so the next thing is is over here on sales pipeline that's the actual pipeline those are the actual stages that we're creating in order to track our progress now in this particular case we've got a couple samples here so these are ones that i've already set up so this stage each of these is a stage that's already been set up and you have the option here you'll see what we've already put in so this would be like for buyers and sellers like in a real estate process okay so first we have a new opportunity then once we've reached out to them maybe they didn't respond so we're waiting for them to respond we want to move them from new opportunity to pending response if we're going to get an appointment set that's our goal so that's the next stage we want to do then we want to actually hold the appointment then we determine whether or not they're you know kind of what qualification they are as a buyer a b c d buyer then ultimately we want to get them into escrow and there you go eventually become a past client they close right so once they're in escrow and they close on a property now they're just uh a closed one so they're done we don't need to have any other stages in there and then same with seller new opportunity pending response appointment set appointment complete and then of course we do that's a little different where it's a short term or long term potential seller and then what status are they coming soon then they're active on the market did we make an adjustment under contract and then r1 and lost so you'll see these different options here are pretty you know you can get as detailed as you want you can have just three if you want right like new lead active lead working with lead or whatever and then closed i mean it doesn't have to be super sophisticated but what you do is you have kind of this target number of days that's another option so again this kind of helps your overall um tracking of it so you can say well if they're uh you know once the appointment's complete then within a few days at that appointment we want to know what stage they're in or something like that in this case you also have the ability to put in a probability so if you know your numbers like if you've been doing this in the past like okay of every 10 people i talked to two of them become a closed deal well there's usually that filters down okay 10 i talk to five i have an appointment with and 2.5 of those you know half of them turn into deals so each one of those stages would be a probability right so of 10 then my probability is 50 to get to the next stage of an appointment and then of the 50 maybe that's 100 probability that they'll become a lead you know whatever your numbers are right that's you put that in there and then here you choose the order in which they show up in that particular list now there's also ways to do checklists um and again there's some other it's not quite like a trello board or something like that checklist but it does give some options that you're supposed to complete these before it can move to the next stage so you can play with that as well again a little more sophisticated i don't recommend you try to get into those details unless you really have a need or kind of find where that's necessary all right so then you have that sales pipeline and then there's also pipeline automation which is super cool and the pipeline automation you're able to choose like okay when moving from one stage to another then do this right so i can apply remove a tag and start campaigns i can add a note saying they move from this to that a lot of really cool features there you can also do this actually in campaigns themselves so if i go into marketing campaigns i can actually choose options where once they move from this stage then these follow-up things happen so that's also a really cool feature that's built right into keep max classic as well all right so now once i have the opportunities i can go to contacts now i have this my day section and we've got you know any appointments that are set any general tasks that i might have and then you also have these opportunities so if you do have open opportunities they show up when they're supposed to show up on the particular like on your my day so i can click on tom smith for example and i have this okay he's currently in the a buyer stage now it's having this move by of course this is a sandbox demo app so this data is a little old here but we have this move by so again that's based on this should be moved within you know 45 days if they're really an a buyer right they should be under contract by that point so that's what that's for and then this is the actual note now what's really cool about this is that i can click on this edit and i can make my details so the title is tom smith we're just using his name we could we could call it buyer if you want but we'd like to be able to see who it is pretty easily here um who the contact is who's assigned to in this case of course tom smith and then what stage they're in so if we did move him to in escrow i change it to in escrow and then i put my notes um got tom under contract um you know work through contract to close stages something like that and then what's my next action so now i actually can give myself the next thing to do what do i want to show up on my calendar my my day next regarding tom smith so now that i got him under contract maybe we you know send over disclosures to have signed as an example okay great so now when is that due so we're going to say that's due let me go ahead and update this here to more current where we're at all right so we're going to say that that is now due tomorrow all right so i save that so when i save that it disappeared for my opportunities today because it's no longer past due or due today and tomorrow it's going to show back up on my list as in that stage the in escrow and so forth so really cool way to easily manage i can also see any of the previous changes so you see here moved into a buyer stage like that was because this particular tom jones not tom smith right when i when i added him then these are my notes so anything that i do in this edit screen edit all these and hit save then it shows up here in the actual notes it tracks all that history so super cool there and finally i'm actually able on my dashboard to have a pipeline stages widget so you'll see i have two a buyers right now um actually let me reload that because i just moved one there we go i got one a buyer and one in escrow right super cool just a way to like i said track all that see all your different stages and so forth so if you have any questions on that by all means you can reach out to us at team ballenbrands.com