Pipelines & Automation
Effectively manage and automate sales pipeline tasks and activities in Nutshell
By Andy and 1 other2 authors16 articles
- Sales automation: Automate lead assignmentLearn how to automatically assign leads to your team members in Nutshell with user assignments, round-robin, and special rules.
- Pipelines: Using the pending status for leadsLearn how to effectively use the pending status for leads in Nutshell for efficient sales workflow and lead management and organization.
- Pipelines: How do I delete a pipeline?Learn how to delete or archive a pipeline not currently in use by following these simple steps.
- Pipeline automation: What is sales automation?Learn what sales automation is, how to set it up, the benefits, and more in this helpful guide.
- Pipeline automation: Setting up sales automationLearn how to set up CRM sales automation and streamline your sales process as a Nutshell Pro and above user with these guides & videos.
Pipeline Automation
Automate non-selling tasks to streamline your sales process and allow your team to focus on selling
- Pipelines: Working with multiple pipelinesLearn how Nutshell Pro and above users can manage multiple sales pipelines to enhance diverse sales processes and reporting efficiency.
- Pipeline automation: Track prospects in NutshellLearn the best practices for tracking prospects in Nutshell, including building prospecting steps and using custom outcomes.
- Pipeline automation: Track delivery & fulfillmentLearn how to use Nutshell to efficiently track and manage product or service delivery and fulfillment with custom pipelines and reporting.
- Pipeline automation: Decayed lead reassignmentDiscover the steps to automate decayed lead reassignment to an individual or team, ensuring continuous sales momentum and team efficiency.
- Pipeline automation: Create automated task listsLearn how to create automated task lists in Nutshell to keep your sales reps on track and maximize productivity.
- Pipeline automation: Create a custom pipelineLearn how to create custom sales pipelines in Nutshell with automation, stages, and guidance to streamline your sales process.
- Pipeline automation: Automating lead progressLearn how users on Nutshell Growth and above can automate lead progression with stage goals to enhance your sales process.
- Pipeline automation: Automatic lead distributionLearn how to automatically distribute leads into specific pipelines with lead distribution rules available to users on Nutshell Pro & above
Outcomes
Track, examine, and report on why your prospective deals don't convert to sales
- Pipeline automation: Manage leads after the saleLearn how to manage won, lost, or cancelled leads with automated follow-through tasks, email marketing, notifications
- Pipeline automation: Automated outcomesAutomatically close leads that don't respond within a specific period and add a reminder to follow up with them at a later stage.
- Outcomes: Why you're losing and canceling leadsTrack and report on lost leads in Nutshell. Improve sales by understanding deal outcomes and automating closures.