Search results for sales pipeline

35 articles found

  • Sales Pipeline: Pipeline

    Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

  • Sales Pipeline: Reporting

    To view reporting, click the 3 dots in the top right of any pipeline. Select Reporting

  • Sales Pipeline: Filters

    Groundhogg's Sales Pipeline provides filters to allow you to filter based on: Deal Value Close Probability Deal Owner Projected Close Date Date Closed Date Created *You can use these filters together

  • Sales Pipeline: Deals

    Add a 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

  • Sales Pipeline: Stage

    Stages Add a Stage Edit a Stage Delete a Stage Add a 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

  • Sales Pipeline: Benchmarks

    Benchmarks Sales Pipeline currently comes with one benchmark: Deal Moved Deal Moved When the 'Deal Moved' benchmark is used as a funnel step, it will trigger the funnel with these settings: Run when

  • Sales Pipeline: Actions

    Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

  • 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

  • Sales Pipeline: Settings

    The Sales Pipeline has settings available located at Groundhogg > Settings - Pipeline tab Currency - Select the currency of the appropriate country. Separators - Check the checkbox to use a comma as

  • Sales Pipeline: Managing Products

    It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

  • Sales Pipeline: Deals Widget

    Deals A list of deals with Progress flags("in progress", "past close", "closing soon") Total ($) of deals Deal name Contact name Deal value When closing Step indicator Click deal to go to details

  • Sales Pipeline: Replacement Codes

    The Sales Pipeline Extension has four replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel

  • Sales Pipeline: Roles & Capabilities

    Capabilities Table Capability Administrator Marketer Sales Manager Sales Rep view_pipelines ✅ ✅ ✅ ✅ edit_pipelines ✅ ✅ ❌ ❌ add_pipelines ✅ ✅ ❌ ❌ delete_pipelines ✅ ✅ ❌ ❌ add_deals ✅ ✅ ✅ ✅ view_deals

  • Dashboard

    Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

  • User Roles & Capabilities

    Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

  • List of Replacement Codes

    When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Activity Site Post Compliance Email Other Formatting Custom Fields As you

  • Introduction to Actions

    Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

  • Filters

    Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Flow Broadcast Query *You can use these filters together in combination NOTE: Additional filters

  • Glossary of Terms

    This page provides explanations of terms used throughout our documentation and plugin, listed in alphabetical order. Index A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S |

  • WooCommerce: Funnel Templates

    WooCommerce Integration extension comes with two funnel templates. Request a review Subscribe and Send Discount Request a review Contains: NEW ORDER Benchmark, DELAY TIMER Action, SEND EMAIL Action,

  • Pipelines Reporting

    When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You

  • Really Simple Payments: Reporting

    Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

  • Action: Create Task

    This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

  • Tutorials: Creating Lead Distribution Funnels

    Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

  • REST API V4 / Deals

    The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

  • Easy Digital Downloads Integration: Reporting

    Reporting Groundhogg added an attractive reporting dashboard in version 2.2 and Groundhogg's EDD plugin makes use of it. On the Reports dashboard page you will be able to see the EDD tab which

  • How to Change the From Email Address

    While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

  • Easy Digital Downloads Integration: Examples

    Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back

  • Task Outcomes

    Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing

  • Branching: Split (A/B) Test

    Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.

  • AWS Integration: Introduction

    Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

  • Introduction to Groundhogg Custom Extension

    Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

  • Action: Admin Notification

    The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

  • Branching: Yes/No

    Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

  • Settings

    Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional