Product
Enquiries
Pipelines
8min
The Pipelines' board in Enquiries in Sanoflow is a dynamic tool designed to streamline the management of your enquiries and leads. By segmenting enquiries into distinct stages, Pipelines help you track and visualize the progression of customer interactions, ensuring no opportunities are missed. This feature serves as a cornerstone for businesses aiming to improve operational efficiency and customer engagement.
Accessing the Pipelines view is simple:
- Navigate to the left-hand side menu and select the Enquiries tab.
- Within the Enquiries module, locate the Pipeline View option in the top-right corner to switch to Pipeline Mode.
Pipelines are categorized based on workflows and can be customized to match your organizational structure.
A Pipeline consists of:
- Stages: Defined steps in your workflow where enquiries reside (e.g., New, Follow-Up, Qualified, Closed).
- Cards: Each enquiry is represented as a card, showing key details like the customer’s name, contact information, and the stage they’re in.
- Actions: Drag and drop cards between stages, update enquiry details, or perform quick actions directly from the card.
You can tailor Pipelines to match your business requirements:
- Adding Stages: Navigate your way to settings, and from the enquiries option in settings you will be able to add different stages.
- Rearranging Stages: You may change that in the settings.
- Filters: Use primary and secondary filters to narrow down the enquiries displayed.
- Views: Toggle between predefined and custom views to quickly analyze specific subsets of data.
- Visibility: Only users with the appropriate permissions can modify or view certain pipelines.
- Bulk Actions: Perform bulk actions like assigning multiple enquiries, closing them, or adding tags from within the pipeline view.
- Custom Fields: Enquiries in pipelines can display custom fields like estimated value, assigned team, or service type, making them adaptable for diverse industries.
- Sales Funnel Management: Organize leads by stages like “New,” “Contacted,” “Negotiation,” and “Closed” to streamline the sales cycle.
- Support Ticket Workflow: Track customer service cases from “New Request” to “In Progress” to “Resolved.”
- Appointment Scheduling: Manage patient or client appointments, from initial booking to follow-ups and completed sessions.
- Regularly review and update your pipeline stages to ensure they reflect current business processes.
- Use the drag-and-drop feature to quickly manage enquiries without leaving the pipeline view.
- Set up automatic notifications for stage transitions to keep your team informed in real time.
- Leverage analytics to identify bottlenecks in your workflow and optimize resource allocation.
- Can I create multiple pipelines?
- Yes, you can create multiple pipelines to cater to different departments or workflows within your organization.
- How do I customize the fields displayed on enquiry cards?
- Go to settings, enquiries, pipelines, and then from the fields you will be able to edit the displayed enquiry cards. You may find more here.
- Can pipelines integrate with other modules?
- Yes, pipelines are integrated with reports, inbox, and the contacts module to provide a holistic view of your operations.
- How do I assign enquiries to team members from the pipeline?
- Drag and drop the enquiry card into the “Assigned” stage or use the quick actions menu on the card to assign it to a specific team member.
- What happens if an enquiry is accidentally moved to the wrong stage?
- Simply drag the card back to the correct stage, or use the activity history to review and reverse changes.
Updated 26 Dec 2024
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