Beginner 4 min read
Getting Started - Setup Pipelines and Opportunities
Visualize your entire agency sales cycle from initial inbound lead to signed retainer contract with visual Kanban boards.
1. Create a Pipeline in Settings > Pipelines
Define stages such as 'New Lead', 'Discovery Call Booked', 'Proposal Sent', 'Contract Negotiation', and 'Closed Won'.
2. Configure Automated Stage Progressions
Tie appointment bookings to automatically advance deals from 'New Lead' to 'Discovery Call Booked'.
3. Track Deal Values & Projected Revenue
Assign expected deal amounts to calculate your real-time pipeline valuation and forecasting accuracy.
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