How Do I Create A Pipeline?

Keeping track of your clients and sales opportunities can feel overwhelming, especially when you are juggling multiple contacts at different stages of your process. FEA Create makes it easy to visualise your customer journey and manage your sales effectively.

By using pipelines and opportunities, you can see exactly where each client is, stay on top of your sales process, and make sure no opportunity is missed.

An opportunity represents a potential sale or project with a contact. It allows you to track the progress, value, and status of that potential sale, helping you manage your sales pipeline more efficiently.

Head to Sales Pipeline, then select Pipelines.

Click Create Pipeline. Give your pipeline a name that makes sense for what you are tracking.

Each stage represents part of your customer journey. For example:

You can customise these to match your process.

If you want this pipeline to appear in your reporting and dashboard, you can tick the option to include it.

Click Create when you're ready.

Now go to Opportunities.

Use the dropdown at the top to select your new pipeline.

Click Add Opportunity.

You can either select an existing contact or create a new one. Fill in the details such as:

You can also add tags if needed. Just remember that tags may be linked to automations, so be mindful when choosing these.

Click Create.

Once your opportunity appears in the pipeline, you can move it through the stages simply by clicking and dragging.

You can also mark opportunities as:

This helps your reporting and gives you a clear view of how contacts are moving through your customer journey.