Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

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 proceed down the pipeline

  • Qualified: Sales rep has determined that the lead has a budget and authority to spend it; lead is now a prospect

  • Quote Sent: Sales rep has delivered the prospect a quote for the potential sale

  • Quote Finalizing: Sales rep...