I would like to be excited about the additional customization with Pipelines.
However, I haven’t found them particularly useful. Maybe it’s because they almost always have to be manually changed. To my knowledge, you can’t even have an automation change them for you (which would be ESPECIALLY awesome.)
How is everyone using Pipelines? Is manually changing them from stage to stage worth it? Is there some awesome filtering or automating capability that I am missing?
Best answer by Caitlyn Gray
It is not rolled out to all users from my last chat with the team BUT when it is, its going to be glorious! How I love setting it up, is using it as a quick glance.
I file people in the following categories and automatically send them there after certain steps so I know where to focus for the day!
Leads
Sales Call
Pending Proposal
Booked/Onboarding
Active
Offboard
Complete
+9This is coming. Really soon. Like. Really soon. :)
+7They definitely did roll out Pipeline Automations!
+2It is not rolled out to all users from my last chat with the team BUT when it is, its going to be glorious! How I love setting it up, is using it as a quick glance.
I file people in the following categories and automatically send them there after certain steps so I know where to focus for the day!
Leads
Sales Call
Pending Proposal
Booked/Onboarding
Active
Offboard
Complete
+3I can’t wait for this to be rolled out to everyone! Super exiting when I can add this into my clients automations 🎉
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