How to customize deal & ticket pipelines in Saletend
We’re excited to share how you can take full control of your sales and customer service processes with custom pipelines in Saletend. Pipelines are a powerful way to track the progress of leads and customer requests, ensuring nothing slips through the cracks.
Creating Your Pipeline
- Go to Your Profile
- Click on Pipelines
Customize Your Pipeline
When creating a new pipeline, you can designate all the different phases a customer or lead will go through before a resolution is reached. You have the flexibility to:
- Set as Many Stages as You Want: Customize the stages to fit your unique workflow.
- Order Stages to Match Your Process: Arrange the stages in a sequence that makes sense for your business, whether it’s for sales or customer service.
Why Use Pipelines?
With pipelines, you can easily track the status of a customer service request or a lead's journey toward a closed sale. Here’s how they help:
- Visualize Your Workflow: See at a glance where each lead or customer request stands in the process.
- Manage Complex Deals: For more complex and larger deals, create a pipeline with more stages to capture every critical step.
- Simplify Low-Ticket Sales: Use fewer stages for straightforward, low-ticket sales to streamline the process.
Default Pipelines
To get you started, your account comes with two default pipelines:
- Customer Service Pipeline: Track and manage customer service requests efficiently.
- Sales Pipeline: Follow leads through each phase of your sales process.
You can customize these default pipelines to better suit your needs or build entirely new ones from scratch.
Creating and managing pipelines in Saletend ensures that you stay organized and focused, helping you close more deals and resolve customer issues faster.
Give it a try and see how customized pipelines can transform your workflow!
