Module:
This feature is included in goTom Publisher.
Role:
To access it, the user needs a corresponding role.
Where to find:
The pipeline statuses for contacts are managed in the admin center under "CRM" - "Pipeline Status".
Functionality:
Pipeline statuses are statuses that are created individually and can be assigned to a contact. A pipeline status can help to process leads and/or contacts and divide them into individual stages.
Details
Name
The name of a status can be freely selected. We provide the following standards as an example for a lead pipeline:
New Lead
Qualified Lead
Contacted
Negotiations
Won (as new customer)
Lost
Note: These standards can be customised as required. However, once they have been overwritten or deleted, they can no longer be restored.
Winning probability
Optionally, a winning probability can be entered as a percentage value for each status. This value can then be used in filtering and in data exports in order to process or analyse the leads/contacts accordingly. The field can also be left blank.
Active / Inactive
A pipeline status can be active or inactive. However, inactive statuses can no longer be assigned to new leads or contacts. If a status is no longer required and is no longer assigned to a lead or contact, it can also be deleted completely.
Order
The order in the pipeline status table defines the order of the statuses in the process used. Example:
If the status "New Lead" is to be considered the first stage in a lead process, then it must be in the first position in the table (and ideally also has a lower winning probability than a lead that has already been qualified or with whom you are in negotiations).
This order can be changed using the actions menu at the top of the table.