Using Pipelines To Monitor Sales Process

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 when the specific thing happens that would cause them to move into each column happens, they're automatically moved.

E.g.

Form Submission > Create Pipeline Item "Lead"

Booked Appointment > Create Pipeline Item "Booked Appointment"