Sales Pipeline and Opportunities – Reference Document
1. Overview of Pipelines and Opportunities
- All paid or organic leads begin in the New Lead stage.
- Leads automatically progress through the pipeline based on engagement and timing.
2. Lead Progression Stages
- Day One Follow-Up:
- Triggered when a lead has been in the system for 12 hours and has not been scheduled.
- Day Two Follow-Up:
- When a lead has been in the system for 30+ hours without scheduling.
- At-Risk Leads:
- When a lead has been in the system for 48 hours and has not scheduled.
- Archived Stage:
- For leads that have been in the system for 7+ days and have never scheduled, and are not currently in the Hot Leads stage.
3. Appointment Stages
- Scheduled Appointment:
- When a lead has a scheduled appointment, they automatically move to the Unconfirmed Appointment stage.
- Unconfirmed Appointment:
- Once the lead responds to the appointment reminder, they automatically move to the Confirmed Appointment stage.
- Post-Appointment Movement:
- At the scheduled date/time, leads move to the Unmarked Appointments stage until manually updated.
4. Lead Engagement and Movement
- Leads reply to texts sent via automation or manually, they will automatically move to the Hot Leads stage regardless of previous stage.
5. Manual Stage Action
- The only stage requiring manual intervention is the Unmarked Appointment stage.
- Action needed:
- Drag the opportunity tile to indicate the outcome of the appointment.
- Outcomes include:
- No-showed
- In Trial
- Showed & Sold
- Showed & Lost
6. Opportunity Tile Details
- Each opportunity tile displays:
- Lead’s First and Last Name.
- The offer they opted in on (Facebook or website).
- The opportunity value.
- When scheduled, it shows the date and time of the appointment.