Before You Dive In
This article is one step from our Master Help Guide: All About Pipelines. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Build a pipeline from scratch
Track progress of a service, or a client's onboarding/offboarding process
Note: We strongly suggest starting with manual pipelines, and only adding automation once you've perfected your process. If you don't start with it manually and validate the process, there's a good chance you'll waste time creating automations that you end up having to change. So it's best to perfect your process, and then automate it.
How to Build a Pipeline From Scratch
Click here for the written instructions
Click here for the written instructions
From the Ivorey™ main menu, go to [Pipelines]
Click [Create New Pipeline] > and define your stages
To add opportunities to your pipelines manually, go to the [Opportunities] tab > and click [Create New Opportunity]
Use the pipeline daily to follow up, move opportunities through stages, and track progress
Bonus Gift: We've Built a Sales Pipeline For You 🎉
Click here to access our pre-built sales pipeline, and learn how to customise then install it into your business.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Pipelines to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
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 🤍