Sales Pipeline: Introduction

The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation.  It allows you to easily manage your leads manually or automatically with Groundhogg so you don’t need to use another tool or platform. 

You can download the Groundhogg Sales Pipeline add-on from the Groundhogg website or as part of the plus plan (and above), and install it on your website. 

Once you successfully integrated the Sales Pipeline, you will be able to see new menus under the Groundhogg tab named Pipelines.

This add-on also contains its own benchmarks and actions that allow you to get the most out of Groundhogg.

All features:

• Add a new pipeline
• Add a new stage
• Add a new deal
• Move a deal
• Edit a deal
• Add notes to a deal
• Mark deal as won or lost
• Manage custom properties for a deal
• Search for deals
• Send email to contacts associated with a deal
• Add a deal using a funnel
• Move a deal using a funnel
• Deal won or lost inside of a funnel

Add a new pipeline

You can create a new pipeline by going to Groundhogg > Pipelines then click New Pipeline at the top.

Once clicked you will be given tons of space to fill in what pipeline you want, you will need to give it a title (for example sinks if you were selling kitchen appliances) and add what stages you want to have (you may one for the people who come off from the street, those who make appointments, contract signed, waiting for applicants to arrive, installing).

When you click the button to create pipeline it will automatically redirect you to the pipeline. There you can rearrange the order of the stages (by hovering your mouse over the top and you should see what looks like a left and right arrow where you can click on either of those and it will move), you can rename any stage (by hovering your mouse over the top of the stage and going to the right there are three dots for more options, then Rename), delete the stage, add a new stage, or add a deal.

Add a new stage

Within any pipeline you can add more stages at any time. Go in the pipeline, then near the top click the plus icon to add a new stage. Give it a name then click add stage and it will be added to the end of your pipeline.

Add a new deal

Want to add someone new to one of the stages? Hover your mouse over the stage you want to add to, then click the plus icon (it will say Add deal) which will open up the place to add a new deal.

1. Give the title of the deal (you could use what you are selling, or the name of person you are selling to)
2. This is where you add the people you are selling to, either they can be an existing contact within Groundhogg or you can create a new contact
3. Assigned to is who very similar to the contact owner, if everyone was commissioned based then you can tell who gets the commission at the end. Projected close date is where you can put in the date it’s expected to close.
4. Priority is where you can put the priority so if it’s very important there can be a high priority. Close probability is from 0 to 100, the probability of the deal closing.
5. That project’s is that person interested in, what are you selling it for, and how many are you selling. 
6. You can add any custom properties you want to include.

Move a deal

If a deal has progressed then you can move it upon the next stage. To do this hover your mouse over the deal you want to move and drag it over the stage you want to move it.

The deal will then open up and you can make other changes you want, hit save changes then you can close it.

Edit a deal

If you want to edit a deal you can do so by double clicking on the deal which will pop-up and let you edit everything related to the deal. 

Add notes to a deal

If you have a call or meeting of any sort regarding the deal then you should include a note on it. Edit the deal then in the notes section to the right, click the plus icon on notes to add a note. The note doesn’t automatically include the date you enter the note so you will have to enter it if you feel it’s important.

Mark a deal as won or lost

If a deal is complete or not continuing you want to make sure to update the deal. Go into editing the deal and at the top where it shows the name of the deal there is a thumbs up and down and you can click the corresponding one (thumbs up for won, thumbs down for lost).

Manage custom properties for a deal

If there is anything you feel like should be included in the deal that can’t be included in notes then you can add a custom property which will be available on this pipeline. When you click add custom properties you will be required to enter the property name first, then add the field with the type of field you want. After you hit the create field it will be created and show up within the deal.

You can edit that custom property and add as many fields as you want in it. This can be done by hovering over the custom property and to the right, there are three dots where you can add a field, add a group, rename or delete the custom property.

Search for deals

Want to find a specific deal? You can do that with the search function built into Pipelines. There are two ways you can do this, either filter or search.

Filter

When you are in a pipeline you can filter the same way you can filter contacts, click the funnel icon at the top row then the plus icon and you can filter based on whatever you want. Right away your pipeline view will change to only show the deals that match your filter. 

You can remove the filter by clicking the clear filters button which will show you all your deals. To close the filter you can click the x icon that is just below the filter icon. 

Search

If you want to do a quick search for a deal name you can do that as well. When you are in the pipeline in the top row there is an icon for quick search, you can click that and search for the deal name you need to find. At this moment you can only do a quick search by deal name.

Send an email to contacts associated with a deal

If you want to email everyone involved in a deal you can do that. Go into editing a deal, and click the email icon along the row of the deal name. This will show what looks similar to Gmail where you can send that email, if there are multiple people as contacts in the deal then all their email addresses will be there. If you aren’t the account owner and sending an email then the account owner will be cc’d on the email. 

Add a deal using a funnel

If you are using a funnel then a deal can be added within any funnel. What you are looking for is to create a deal under actions.

Create deal gives you the tools to create a deal using the information you gather from other means. You can also use conditional logic if you use that.

1. Name the deal
2. Assign the Pipeline and step
3. This setting will not only assign the deal to the selected owner but will update the contact's owner as well so they are synced.
4. Set the time period in which the deal will close
5. Set the percentage chance that the deal will close
6. Select a priority(High, Medium, Low)
7. Add product(s) to this deal
8. Any notes you wish to add?