Search results for sales pipeline

16 articles found

• Sales Pipeline: Reporting

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

• 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: 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: Roles & Capabilities

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

• Introduction to Benchmarks

  Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

• 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

• 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

• 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

• Really Simple Payments: Reporting

  Groundhogg provides two reporting views for payments that are collected by Really Simple Payments. You can view the total amount of earnings among all the payments that are collected, or you can view

• 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

• 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

• 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

• Filters

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