Before you steam ahead setting up your pipelines, here's some good-to-know information that will ensure you understand how pipelines work in Ivorey™, and whether a pipeline is the right fit for your needs.
Pipelines in Ivorey™ are visual boards that help you track, visualise and manage your customer journey. Imagine a Kanban board where leads or clients move through stages, until they reach a defined goal - such as completing a sale, or being successfully onboarded. The goal is to move each opportunity (e.g. client or contract) through to the other end to achieve the goal. Common pipeline use cases are sales pipelines, onboarding pipelines and offboarding pipelines - though you can use them for any journey related to your contacts.
Understand and plan out your pipeline journeys
Customise our bonus pre-built sales pipeline
Build a pipeline from scratch
Yes, you can access pipelines from your mobile, using the free LeadConnector app, which is available in both Android and Apple app stores. Please refer to our LeadConnector App guide for the details.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
