Have you been looking for a better way to track and communicate with your People throughout your Sales Process within Bonzo? You need Pipelines!

This feature has the ability to add value and ease to your workflow. You can build out stages that make sense for you, move your people seamlessly between campaigns and pipelines, import your leads/prospects directly into your pipeline, and, similar to the functionality of campaigns, you can send messages from your stages! You can choose to add this feature to your Bonzo account for $25/mo!

To add this feature:

Within the pipelines tab, you will be able to see:

To edit, duplicate, or delete a pipeline, simply click the three dots to the far right.

To create a new pipeline, select the pink "+ Create pipeline" button at the top right of the page; add a name for this Pipeline. Choose one of the following options:

At the top right of your page you will now see options;

To add a stage click on the white "options" button on the right, click "manage stages". Click on the "+" sign to add.

Next, name the stage, choose a campaign you would like to associate with this stage (optional), select shared users if you would like team members shared once the lead is added to the stage (optional), and finally select a color. Once you're done, click "create".

You can add an event to a stage by selecting the stage and clicking the "+" button where you can add SMS, Email, Voicemail, or a Task. Remember to save your work when you are finished!

When you have finished editing your stages and events, click the pink "Done" button in the top righthand side of the page.

You will now be able to add prospects to your pipeline stages!

To add a prospect to a pipeline stage, go to the stage and click the "+" underneath.

Select the prospect(s) you would like in that stage, then click the "select" button.

To move prospects between stages, simply click the prospect and drag & drop it in the correct stage.

Within an individual prospect's contact card, you will have the ability to assign contact people and access your conversation view for that prospect by selecting the two buttons on the bottom right corner of the Prospect card.

At each stage, you can set up events to trigger when a prospect is added to a stage. This works very similarly to an event within a campaign.

On each event, you will see multiple tabs:

Primary events will be sent out to the Primary borrower. Co-borrower events will send to the co-borrower connected to the primary borrower. Buyer Agent events are associated with the prospect's agent. Secondary events are for contacts associated with the primary borrower but they are External contacts and are not the primary contact for this transaction, but a person who may need to be notified of milestones in the loan/sales process (ex: transaction coordinator).

To add a coborrower, buyer agent, or secondary contact to a prospect in your pipeline:

Now that you have attached a coborrower, buyer, listing, or external contact to the prospect/primary borrower within the pipeline stages they will receive all coborrower, buyer, listing, or secondary specific messages you create!

While in your pipeline view, you can select the three dots to the right of the stage name for additional options.

You can determine who has visibility to your pipeline. You can provide access to your team members by clicking on settings in the upper right and choose which team members have access to the pipeline

*This is a permission that can be granted at the Team Lead level