Your pipeline is your sales cockpit; clear, organized, and built to move your leads from “Just browsing” to “Where do I sign?” ✍️
At Jumpalead, we make pipeline management easy, visual, and dare we say... enjoyable.
🧭 What is a Pipeline?
Think of a pipeline as a visual workflow showing the stages a lead goes through, from first contact to final conversion. Each card represents a contact or opportunity, and each column is a stage in your process (like; New Lead, Contacted, Meeting Booked, Won, Lost, etc.).
Move leads forward, keep track of follow-ups, and always know what’s next.
🚦Why Use Pipelines?
- Stay organized with a clear overview of all your leads
- Track progress at a glance
- Prioritize your time and focus where it counts
- Spot bottlenecks and opportunities for improvement
- Customize your stages to match your workflow
🛠️ Key Features
- Drag-and-drop interface: Move leads between stages with ease
- Automations: Trigger actions (like emails or tasks) when leads move through stages
- Custom labels: Personalize stages to fit your sales process
- Activity logs: See what’s happened with each lead, and what’s next
- Reminders & tasks: Stay on schedule with built-in task tracking
🧑💻 Your First Pipeline
Jumpalead gives you a ready-to-go sales pipeline to start with, but you can add more as your needs grow.
Whether it’s onboarding, follow-ups, or deal closing, create custom pipelines that reflect your process.
To get started:
- Go to the Pipelines section in your dashboard
- Click ‘Create Pipeline’ or edit the default one
- Add, rename, or remove stages as needed
- Start adding leads and moving them through!
🔍 Want to Optimize?
Once you’re comfortable:
- Use automations to reduce admin
- Add tags and filters to keep your views clean
- Set up goals to track success over time
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