What are automated pipelines and how can you create custom pipelines and stages?

A pipeline is a visual representation of the steps involved in a sales process, from initial contact with a potential customer to becoming a customer or deal lost. It provides a high-level view of the sales team's current performance, as well as forecasting future earnings. The pipeline allows sales leaders to monitor their team's progress, identify bottlenecks in the sales process, and adjust their strategy accordingly. Additionally, the pipeline provides valuable insights into the likelihood of closing deals, which helps to improve forecasting and budgeting. Overall, a sales pipeline is a powerful tool for optimizing the sales process and maximizing revenue.

EQUP is a customizable platform that provides industry-specific features based on your selection during account creation. Currently, EQUP supports three industries: Service, SaaS, and E-commerce. Each industry type is assigned a pipeline with stages tailored to meet the unique needs of that industry. This allows for streamlined and automated processes, reducing the need for manual intervention.

EQUP's automated pipeline solution eliminates the need for manual deal creation and stage management. This means that the system takes care of creating deals based on interactions between prospects and your business. This automation makes the process more efficient and streamlined, freeing up valuable time for users to focus on other important tasks. With EQUP's automated pipeline, users no longer have to worry about manual deal creation or stage management, as the system handles it all for them, saving time and reducing the risk of errors.

• Log in to your EQUP account
• Navigate to the "Pipeline" section
• Click on the "Add New Pipeline" button
• In the popup that appears, give your pipeline a name in the top section.
• Go to "Create new deal stage" and add the names of your sales process stages.
• Drag and drop the stages from the "Deal Stages" section to the "Current Stage" section to determine the order of your pipeline.
• Rearrange the stages in the "Current Stage" section to match your business requirements.
• Once finished, click on the "Save" button.
  
  

The system will redirect you to your newly created custom sales pipeline.