O'Reilly logo

Infusionsoft Cookbook by Paul Sokol

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Setting up a sales pipeline

A pipeline is a clearly defined process flow with specific measureable milestones (or stages). A sales pipeline is a set of defined sales stages that sales reps can use to manage their leads/prospects.

Infusionsoft has a very easy to use pipeline module known as Opportunities. Although the sales milestones will vary from business to business, for this recipe, we are going to be building a sales pipeline with the following sales stages:

  • New Opportunity: Lead has been identified as someone who should be contacted
  • Contacting: Sales rep has made one attempt to get voice-to-voice communication, but did not reach the lead
  • Engaging: Sales rep has established conversation but the lead has not yet been determined as qualified to ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required