Manage Pipelines, Follow-Ups and Tasks
Create visual pipelines, stages, priorities, owners, tasks and next actions so leads and cases do not get lost.
Overview
Search Aliases: Kanban board, sales funnel, pipeline board, follow up lead, agent tasks
MAIN CONCEPTS
| Pipeline | One business process. |
|---|---|
| Funnel Type | Contact, Form Submission, Agent or another supported source. |
| Stage | Current step. |
| Card | Contact, submission or task being tracked. |
| Priority | High, Medium or Low. |
| Follow-Up | Scheduled next action. |
| Archive | Completed item removed from the active board while history is preserved. |
CREATE A PIPELINE
- Define one clear business process.
- Open Pipeline Board.
- Choose Create Pipeline.
- Select the correct source or funnel type.
- Add stages in the correct order.
- Define who may manage the pipeline.
- Save.
- Add or link fictional records.
- Test drag-and-drop stage movement.
- Test priority, task, follow-up and archive.
EXAMPLE SALES STAGES
New Inquiry -> Qualified -> Follow-Up -> Quotation -> Negotiation -> Won / Lost.
EXAMPLE SUPPORT STAGES
New -> Assigned -> Waiting for Customer -> In Progress -> Resolved.
FOLLOW-UP RULES
Every active lead should have an owner and next action. Use a date and purpose instead of a vague note. Close or update overdue tasks. Do not send repeated promotional follow-ups after an opt-out.
COMMON ISSUES & SOLUTIONS
| Record cannot be added | Check funnel type and source. |
|---|---|
| Stage cannot be moved | Check required field, permission or automation. |
| Duplicate follow-up | Review manual and automated task creation. |
| Board is cluttered | Archive completed items after confirming final status. |
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