Pipeline Workflow
  • 01 Jun 2022
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Pipeline Workflow

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The Pipeline in IF3 is a unique workflow that your leads will follow as you complete your Actions. You can assign or delegate specific sections of the Pipeline to teams or people in your business who are in charge of those processes and you can use the Pipeline to check your team's performance. When you have a good understanding of the Pipeline flow, it will significantly improve your systemization, process flow, and strategies with your prospects and your team. 

Each process in the Pipeline has its own set of Stages and Activities

There are four Pipeline stages in the Opportunities menu and the chart below shows you how leads progress through them.

Complete Pipeline Graphic

Qualification

Pursue

Transaction

Follow Up


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