TOOL 09
Pipelines & Sales Tracking
"I don't know how many leads I've got or where they are"
A pipeline is just a visual way of seeing where every lead sits. New lead. Contacted. Booked. Won. Lost. No jargon — just stages that match how your business actually works. Once you can see it, you can manage it.
What this actually looks like
- You don't know how many active leads you've got right now
- Some leads fall through the cracks because you forget to follow up
- You can't tell which leads are warm and which are cold
- You've got no way of knowing if your marketing is actually working
How pipelines & sales tracking fixes this
Every lead goes into a pipeline with clear stages. You can see at a glance where everyone is. Leads don't fall through the cracks because automations move them along and remind you when something needs your attention.
How this connects to everything else
Your pipeline pulls from your CRMCRM & Contacts
Triggers follow-up workflowsAutomation & Workflows
Reporting shows you how your pipeline is performing over timeReporting & Dashboards