Pipelines are used to define the stages of your sales process. So, you can set up a stage for each important milestone in the sales journey. So, a typical pipeline for a company might have the following stages:
prospect;
scheduled meeting;
defined needs;
proposal sent;
negotiating;
waiting for payment.
You can create multiple pipelines to represent buy a motorcycle owner mailing list different sales processes or revenue streams. For example, you might have a different pipeline for consulting clients, sponsorships, and re-engagement of past clients.
Activities
Activities represent the tasks you need to complete as part of the sales process . They are set up in deals and assigned to a salesperson to help them plan their work and define what needs to happen to move a prospect towards a sale.
This model may include:
email follow-up;
phone call;
voicemail (useful for tracking contact attempts);
create a proposal;
meeting.
A user’s assets are displayed in the “Activities” tab at the top of the page. This is a great place for a salesperson to keep track of their daily activities so they can understand what needs to be done for each prospect .
By default, when you complete an activity, if there are no other scheduled follow-ups, Pipedrive will prompt the user to create another activity. This helps you avoid the situation where you forget about a prospect, as the activity will always appear in your to-do list and remind you of what needs to be done for each client.
You can integrate Pipedrive activities with your calendar, so you can see all your scheduled meetings, phone calls, etc. on your calendar.
Custom fields
Custom fields are useful for adding specific information to your deals . For example, you can add a “Deal Source” field set as a drop-down menu to record the deal source, such as Google Ads, Facebook, etc.
Likewise, they allow you to further customize the information you add to your trades. Custom fields can include:
open text , for example, used to define the prospect's objectives;
numeric , which can be used to list the number of email subscribers the prospect has;
monetary , to list the prospect's budget;
multiple or single option checkboxes , to choose which types of service the customer needs help with;
time , which is used to list the time the customer likes to be contacted.
These fields not only help you add more information about your trades, but can also be used to filter trades later.