CRM - Astuce #3 : Créer un Pipeline
Bonjour à tous,
Quel long parcours que de transformer vos prospects en contacts ! Afin d'avoir une vue d'ensemble et d'évaluer votre progression, vous pouvez séparer votre parcours client en différentes étapes.
Aujourd'hui nous allons donc vous expliquer comment mettre en place ce parcours appelé Pipeline.
Voici les différentes étapes de mise en place :
- Allez dans les Paramètres
- Personnalisation
- Pipelines
- Cliquez sur "Nouveau Pipeline"
- Nommez votre Pipeline
- Ajoutez les différentes étapes de votre parcours client
- Sauvegardez et votre pipeline est prêt !
Note : En créant une nouvelle affaire vous pourrez y actualiser son statut selon les différentes étapes crées dans le Pipeline.
N'hésitez pas à nous dire ce que vous en pensez en commentaire !
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