Sales automation

This guide offers essential insights into sales automation, helping streamline your sales processes for increased efficiency. By implementing automated pipelines, task lists, and communication tools, your sales team can stay organized and focused on leads.

42 seconds

Nutshell

Navigate to the Pipelines page by clicking "Automation" from the Sale Dashboard

From the Pipeline page you can create a new pipeline or editing an existing one by clicking on it.

Set stage goals to automatically advance a lead the next stage when the goal is met.

Set up an automated task lists for each stage to keep your sales team on track.

Send automated texts and emails to keep the conversation going with leads.

Connect with Slack to notify your team when leads close or move to a particular stage.

You can assign follow-up tasks for closed leads by clicking "Follow-through."

You can setup tasks, drip sequences and other automations for won, lost and cancelled leads.

Sales automation

42 seconds