Lead pipelines play a crucial role in managing leads effectively, allowing you to track their progress through various stages. This guide will walk you through the process of creating a lead pipeline in Pabau.
Step 1: Access Pipelines
Log in to your Pabau account and navigate to Leads in the left sidebar menu, then click on "Pipeline".
Alternatively, you can access the lead pipelines by switching to Kanban view on the Leads listing page.
Step 3: Create a New Pipeline
On the Pipeline page, click on "Options" in the top right corner, then select "Create a new pipeline".
Step 4: Configure Pipeline Details
First, add a name for the pipeline, then configure the stages included in the pipeline.
- To rename the stage, click on the three dots next to the stage, then click on "Edit" and add the new name.
- To add a new stage, click on the plus sign that appears when you hover over between two stages or when you hover over your last existing stage.
- You can reorder stages by dragging and dropping them.
- To delete a stage, click on the "Delete Stage" button that appears when you hover over a stage.
- Choose whether this will be your default pipeline in the top right corner.
Step 5: Finalize and Create
Click on "Create" in the top right corner to complete the pipeline creation process.
Now, with the new pipeline in place, you can easily switch between different pipelines by clicking on the button next to "Options" on the Pipeline page.
NOTE: It is advisable to have a minimum of one standard lead pipeline, but ideally, consider having multiple pipelines tailored to specific treatments.
By following these steps, you can create lead pipelines in your Pabau account.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Leads article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.