Opportunities and Pipelines 101

Step 1: Accessing the Pipelines Section

• Go to your account by logging into app.ajaxunion.com

• Go to Opportunities from the left sidebar

• Select Pipelines from the top menu

Step 2: Creating a new Pipeline

• Once you're in the Pipelines section, click on the "Create Pipeline" button.

• Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.

  
  

  

  Step 3: Adding Stages to Your Pipeline

  • With your new pipeline created, you'll see an empty canvas where you can add stages.

  • Enter the name of the first stage of your pipeline

  • Click on the "Add Stage" button to create more stages

  • Repeat this process to add additional stages, defining the sequential flow of your pipeline.

  • You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name.

  • Note that you need not create stages for "Won" or "Lost". App.ajaxunion.com creates those stages for every pipeline of yours by default.

  

  Step 4: Pipeline Actions and Dashboard configuration

  • The funnel and pie chart options allow you to decide whether the pipeline should be shown in the dashboard or not

  • You can also configure whether or not to show each stage in the dashboard funnel and pie charts by clicking on their icons at the right of the respective stage.

  • Learn more about dashboards for opportunities here.