How to create a pipeline

In this article, you will learn how to create a CRM pipeline on systeme.io.

Preface: A CRM pipeline is an essential tool for managing sales opportunities and tracking the progress of prospects through different stages of the sales process.

Creation and operation of the CRM Pipeline on systeme.io:

To create a pipeline on systeme.io, click on the "Pipeline" section of your account's menu. (number 1 in the image)

Give your pipeline a name, add steps, then click "Save" to complete the new pipeline creation. (number 2 in the image)

It should be noted that by default, when a new sales pipeline is created, it is automatically configured with six steps, which you can easily modify according to your needs. The default steps are as follows:

1. New Leads: Adding new contacts or leads that have just been identified.
2. Initial Contact Made: A first contact has been made with the prospect.
3. Proposal Sent: An offer or proposal has been sent to the prospect.
4. Negotiation: Discussions and negotiations on the terms of the sale.
5. Deal Won: The sale has been successfully finalized.
6. Deal Lost: The sale was not finalized, and the prospect has been lost.

These steps can be modified or rearranged based on the specific needs of your business, offering great flexibility to customize the sales process.

How to add a contact to your pipeline?

You can add a contact to a systeme.io pipeline in two different ways:

1. Manually: add contacts (existing or new) to any step of the pipeline by navigating to the desired step, then clicking on "Add a Contact"

This action allows you to manually include prospects at different stages of the process.

Note : You can add an existing contact by selecting from the available contacts on your contact list, or add a new contact by manually entering their information.

2. Automatically: by using an automation rule to add prospects to a specific step or move them from one step to another, making the process smoother and faster. This simplifies the opportunities management by avoiding repetitive manual interventions and ensuring that prospects move correctly through the pipeline.

How to add a note to a contact?

You can also add notes to the profile of your pipeline contacts which can help you record important information for each contact in the pipeline. This includes essential details, ideas, or summaries of calls, centralizing all information in one place for optimal organization.

To do this, simply click on the relevant contact and then on the "Notes" icon.

After that, you just need to write a note and save it by clicking the "Save" button. (number 4 in the image)

Additionally, you can modify or delete existing notes using the icons that can be found next to your notes (image below).

The CRM pipeline feature thus offers an effective and organized way to manage business opportunities, integrating tools that simplify processes and optimize the performance of sales teams.