1. Click on Sales Pipeline
2. Cold Leads
Sales pipeline stage 1: Potential customers you have not yet communicated with, most often coming from a paid leads source.
3. Paid Leads (Integrations)
Integration for paid leads can be found via your Company Settings.
4. Paid (Facebook) Leads
These are leads you've purchased from a service like Angi Leads, Thumbtack, or Facebook. The contact is pulled in via integration and a Deal Card is automatically created under Cold Leads.
5. The Deal Card
This will show the Lead Source next to the name. Here we can see that John Smith came to us via Facebook. This card will move automatically throughout your pipelines.
6. Warm Leads
These are potential customers you've met or spoken with who have expressed interest in utilizing your services, but are not yet ready to book.
Example: Someone you met at a trade show or the local coffee shop.
7. To create a New (Warm) Lead, click on the New Lead button
8. Complete the New Lead/Deal form
9. Change the Stage to Warm Leads
10. Complete the form and click Start
11. You now have a new Warm Lead/ Deal Card
12. Estimate Requested
These are customers looking to schedule an estimate, who have come from your Customer Booking Form, whether they completed the form or you filled it out for them.
13. New Request
For customers who call or email asking to book an estimate, you can easily send them the booking form. Simple click New Request from your computer (top right) or the Request button at the bottom of your Dripjobs App.
14. Enter their phone number and email. Then, click Send
They will complete the Booking Form and a Deal Card will be created automatically under the Estimate Requested stage.
15. View Booking Page
Another way to accomplish completing the Estimate Request form, is to click on View Booking Page from the Send Booking URL pop up.
16. The Booking Form
Once the booking form pops up, complete the information for them and submit.
17. In both instances, a New Deal Card will appear under Estimate Requested
Tip: Deal Cards in this stage should always be scheduled via the Appointments page.
See steps (18 & 19)
For more info on Scheduling Appointments Go Here
18. Click on Appointments
19. Click on the green appointment Request
Complete the pop up scheduling module and click Save. The green card will go away and your new estimate will appear on the calendar.
20. Estimate Scheduled
All scheduled appointments will move automatically to the Estimate Scheduled stage.
21. To schedule an estimate without sending the booking form, click New Appt.
22. Select On-Site Estimate
23. Complete the scheduling form & click Save
These new Deal Cards will automatically populate to the Estimate Scheduled stage, skipping the request stage.
24. Creating a Proposal & moving to In Draft
Click on the Deal Name.
25. Click on New Proposal
26. Click on Blank to create a new proposal or select a template
27. Once a Proposal has been started the Deal Card will move
automatically to In Draft
28. Proposal(s) Sent
Once a proposal has been completed and sent, the Deal Card will move automatically to the Proposal(s) Sent stage and the next round of Drips will start. (See step 31)
29. Proposal(s) Rejected
Proposals that are not accepted by the client can be moved manually to the Proposal(s) Rejected stage, by clicking on the Deal Card and dragging it over.
30. Proposal(s) Rejected
31. Click on Drips
32. Each pipeline stage has its own automated sequence of Drips.
These can be customized by opening the stage dropdown and clicking on the Drip title.
