How to Create and Edit Pipelines

Overview

Pipelines are essential for tracking opportunities, managing customer journeys, and organizing sales processes. By creating and customizing pipelines in PXME, you can automate workflows, improve efficiency, and better visualize your sales funnel. Pipelines help ensure that each lead is nurtured appropriately through every stage of your business process.

What Are Pipelines?

Pipelines allow businesses to manage and visualize the stages of their sales process. Each stage represents a step in the customer journey and can be fully customized to fit your practice’s workflow.

Common stages include:

• Lead Capture

• Qualification

• Appointment Setting

• Follow-up

• Closing

How to Create a Pipeline

Step 1: Navigate to Pipelines

• Go to Settings.

• Select Opportunities & Pipelines.

• Click the Pipelines tab in the top-right corner.

Step 2: Create a New Pipeline

• Click Create Pipeline.

• Enter a descriptive Pipeline Name (e.g., "Main Sales Pipeline").

• Add stages by clicking Add Stage and naming each step (e.g., "New Lead," "Contacted," "Qualified").

• To delete a stage, click the delete icon.

• To reorder stages, drag and drop them.

• Use the funnel/pie chart icons to toggle stage visibility in dashboards.

• Click Save to create the pipeline.

How to Edit a Pipeline

Step 1: Select the Pipeline to Edit

• Go to the Pipelines section.

• Select the pipeline you want to edit.

Step 2: Edit Stages

• Click Edit next to the pipeline name.

• Add, remove, or rename stages as needed.

• Drag and drop to reorder stages.

• Toggle visibility in dashboards with the funnel/pie chart icons.

• Click Save to apply changes.

Step 3: Customize Stage Actions

• Define triggers and actions for each stage (e.g., send emails, update records, move to another stage).

• Use automation tools to reduce manual tasks.

⚠️ Pro Tip: Regularly review pipelines and remove outdated stages or actions to keep workflows efficient.

Preventing Duplicate Pipeline and Stage Names

To maintain clean data, PXME prevents duplicate names for pipelines and stages.

• No Duplicate Names – You cannot create or rename pipelines/stages with identical names.

• Existing Pipelines – Current pipelines remain unchanged.

• Renaming Errors – Attempting to rename to an existing name will show an error.

Example:

• If you already have a pipeline called Sales Q1, you cannot create another with the same name.

• If a stage is already named Lead, you cannot rename another stage to Lead.

Example Use Cases

1. Creating a New Sales Pipeline

   • Build a pipeline for a new product launch to track leads from capture to close.

2. Customizing Stages for Niche Services

   • For pediatric workshops, stages could include Registered, Confirmed, Attended, and Follow-Up.

3. Visualizing Data

   • Configure pipelines to appear in funnel and pie chart dashboards for quick performance insights.

Key Features and Benefits

• Customizable Stages: Tailor each pipeline to match your business process.

• Automated Workflows: Trigger actions automatically when stages change.

• Enhanced Visualization: Use funnel and pie charts for real-time tracking.

• Scalable Management: Create multiple pipelines for different products, services, or audiences.

Pro Tips

• Use descriptive stage names to avoid confusion.

• Review pipelines regularly to align with evolving business needs.

• Leverage automation for repetitive tasks.

• Use analytics and reporting to identify bottlenecks and improve conversions.

FAQs – Pipelines

Q1: Can I have multiple pipelines for different products?
A: Yes. You can create separate pipelines for products, services, or customer segments.

Q2: How do I handle duplicate opportunities?
A: Pipeline settings allow you to configure whether duplicates are permitted or prevented.

Q3: What happens when I change a pipeline stage?
A: Stage changes can trigger specific actions (e.g., emails, record updates, automations).

Q4: How do I maintain pipeline effectiveness?
A: Review pipelines regularly, remove outdated stages, and use analytics to track performance.

Q5: Can I choose which stages show in dashboards?
A: Yes. Toggle the funnel/pie chart icons next to each stage during setup.