Pipelines give you a visual representation of data in stages. Inside a pipeline, you have lanes or columns. Then inside lanes/columns, you have pipeline cards or pipeline items. Pipelines can be used for tasks or for leads and sales.&nb ...
Task Pipelines Task Pipelines are for you and your team to see outstanding tasks, due dates, shared notes on projects that have deadlines.Trello is a great example of a "Task Pipeline".In our platform, you can create as many task pipelines as you like. ...
Think of each stage of your sales process, and each product that a customer can buy. Then build it out into a Sales Pipeline and use that to monitor business performance. E.g. Your sales process might look something like this: Then build flows, so that ...
To create a pipeline item automatically, you need to create an automation flow. Set all the information and use merge fields for fields like firstname, lastname, email etc. Set the trigger that will cause them to move into that specific lane.
Pipelines are great for tracking who is where in your sales process, and as a result, tracking sales performance. Particularly if you have a longer sales process, as you can push values to Google & Facebook when off page events happen. As an ex ...
Using Task Pipelines is a great way to have a shared "Internal Tasks" space inside the platform. You can make pipelines public, private or share them with specific users, as well as color code pipelines and pipeline items. Internally, we like to u ...
Task pipelines have 3 dates associated with them. -Date Created -Due Date -Date Completed You can use Automation Flows to trigger events or actions based off those dates. Inside Automation Flows, first, you need to add "Data Step For Condition". C ...