Pipelines

Navigate to https://aicpanel.smsit.ai/home

Click on "Sales"

Click on "Pipelines"

Click on "Pipelines"

Click on the "+" icon.

To create a new pipeline, start by giving it a descriptive name that represents its purpose or sales approach.

Next, select a category for your pipeline. This category will be used for filtering and organization purposes.

For each stage in your pipeline, provide a clear name that accurately represents that step in the sales process. You can also customize the background and font colors for visual differentiation.

Once you've entered the stage details, click "Add Stage" to include it in your pipeline. The stage will then appear in the pipeline view, where you can delete or reorder it using the action icons.

Follow the same process to add the remaining stages for your pipeline, ensuring a logical flow that matches your sales methodology.

Click on "Save"

Your pipeline has been created.

Here is a the finished 4-stage pipeline,

Click on "Save"

Your pipeline has been created.

your 5-stage pipeline has been completed.

To view the stages in your pipeline, click on any stage block, then use the left and right arrow keys on your keyboard to move it right or left.

To create a new opportunity, click on the "Add Opportunity" button.

When adding a new opportunity, you can either select an existing contact from a specific group using the "Filter By Group" option or choose an individual contact from your contact list.

After selecting a contact, their information will be automatically populated in the opportunity details form.

When creating a new opportunity, the "Stage" and "Lead Value" fields are mandatory. Select the appropriate stage from the drop-down menu, and enter a numerical value for the lead's potential worth. Additionally, you can provide an "Opportunity Score" rating from 1 to 10.

Optionally, you can include additional details about the opportunity, such as the "Lead Source" or any other relevant information.

Once you've filled out all the necessary details, click the "Save Opportunity" button to create the new opportunity and add it to your pipeline.

Your opportunity has been added to the pipeline.

The contact bar in the opportunity view provides quick access to various actions and communication methods for engaging with your leads or customers.

To initiate a text conversation with the contact, click on the "A" icon in the contact bar, which will open a text message composition window.

From the text message composition window, you can type your message and send it directly to the contact's mobile number.

To send an email to the contact, click on the "Envelope" icon in the contact bar

You can type your message and send it directly to the contact's email.

To send a fax to the contact, click on the fax icon in the contact bar.

From this field you can send a fax to your contact.

To send a voice broadcast to the contact, click on the "Speaker" icon in the contact bar.

In this field you can send a voice broadcast to your contact.

To initiate a voice call with the contact, click on the "Phone" icon in the contact bar.

In this field you can make a call to your contact.

By clicking on the "+" icon in the contact bar, you can update the opportunity details, book or modify an appointment with the contact, or add a new task related to the opportunity.

From this menu, you can update the details of an existing opportunity, schedule or modify an appointment with the associated contact, or create a new task specifically for that opportunity. This centralized interface allows you to manage and track all appointment and task-related activities efficiently, ensuring you stay organized and never miss an important step in your sales process.

To create a new task associated with the opportunity, click on the "Note" icon in the contact bar.

You can create a new task specifically for your opportunity.

To move an opportunity to a different stage, hover your cursor over the opportunity card and drag it to the new stage in the pipeline.

You can move through the pipeline.

After moving an opportunity to a new stage, you can continue tracking its progress and engaging with the contact using the various communication methods and actions available in the contact bar.

In addition to the pipeline stages, there are two special stages: "Closed/Won" and "Lost". These stages represent the final outcomes of an opportunity, indicating whether it was successfully closed or lost, respectively.

To create a new automation, click on the "Automation" button.

Click on "Add Automation"

Let's walk through creating an SMS text automation. Select "Send Text"

First, select the relevant pipeline stage and specify whether the automation should trigger when an opportunity enters ("Stage In") or leaves ("Stage Out") that stage. Next, choose the sender number for the SMS and compose your message.

Click on "Save"

After saving the automation, you can view and verify the details by clicking on the "Automation" icon specifically for the pipeline stage where you created that automation. This will allow you to double-check that the automation is correctly configured to trigger the intended action (e.g., sending a text message, email, or CRM update) when an opportunity enters or leaves that particular stage.

Check your automation.

To modify an existing automation, click on the "Automation" icon and locate the automation you want to edit.

Locate the automation you want to edit from the list and click on the pencil icon or "Edit" button next to it.

Make the necessary changes to the automation details, such as modifying the trigger stage, message content, or recipient information.

Click on "Update"

Your automation has been updated.

Click on "Analytics"

From the analytics section, select the pipeline you want to analyze by clicking on the "Select Pipeline" dropdown or similar option.

Once you've selected a pipeline, you can view various statistics and metrics related to that pipeline, such as the distribution of opportunities across different stages, conversion rates, and other performance indicators.