To set up your pipeline in FEA Create, navigate to Opportunities and then Pipelines. From here, you can create a new pipeline by giving it a name and creating stages. You can add as many stages as you like, and even choose to view it in a visible funnel chart or pie chart.

Once you have created your pipeline, you can add someone to the opportunity. To do this, select "New." If the contact is already existing, you can simply type their name and it will populate their information. Otherwise, you can create a new contact completely. Be sure to add any relevant tags, but remember to be careful if it's assigned to an automation.

You can then assign the opportunity to yourself, set a lead value, and choose a source. From here, you can see all the different contacts and where they are in the process. You can drag them over to wherever you need them to be.

This is a great way to keep track of all of your one-to-one clients and see who is in what stage of the customer journey process. By creating pipelines and opportunities, you can ensure that you are keeping on top of your sales process and making the most of your opportunities.

An easy way to set up your pipeline is: