Pipelines are a great way to keep track of what stage you are at with a lead. Maybe they are brand new, maybe you’ve talked to them and sent them a proposal, maybe you have a call scheduled with them – wheverever they are at, Agent CRM allows you to drag and drop leads into different stages, and different actions can happen based on where you drop them. 

If you want to learn more about how to use Pipelines/Opportunities in your Agent CRM account, watch the video below! Or, you can follow the steps below to create a pipeline yourself!

How to Create a pipeline:

  1. Click Settings
  2. Click Pipelines
  3. Click + Create new pipeline
  4. Name your pipeline in the Pipeline name stage
  5. Add stages to your pipeline in the Stage name fields
    1. You can use the arrows 
    2. You can use the red trash bin icon under the Actions column to delete a stage in the pipeline
  6. Click Save