Nutshell Pro customers can define unique sales pipelines to track entirely different types of sales. Each pipeline has its own stages.
Many businesses have more than one sales model. You might work like our customers at Brothers Leather who have a B2C operation and have also developed a B2B corporate sales model. Or you may have a service offering with a very different sales cycle from your product offering.
Nutshell Pro customers can create separate pipelines to track very different leads. Then, you can report on your funnel without long-running leads skewing the numbers of faster leads. And you can track different stages for each pipeline. If one type of sale requires a specific stage (for example, a signature on a proposal), you can put this lead into the appropriate pipeline.
Create a new pipeline
- Visit Company Settings > Pipelines
- Click "+ Add new pipeline"
- Give your new pipeline a name
- Build the stages for your new pipeline and your goals and tasks (You can visit our What is Sales Automation article to learn more about building an automated sales process for your leads).