3. The Builders 6 Steps Setup Training - Pipeline

Summary:

This training covers a walkthrough of the "Pipeline" section in the Builders' 6-Step Sales Pipeline within the AutomationWorx platform.

Details of what’s in the video: 

Here is a summary of the key points:

Overview of the Pipeline:

1. Pipeline Stages:

   • The Builder 6-Step Pipeline is fully customizable, allowing users to move stages up and down without breaking the automation, as these stages are fixed to specific fields.

   • Users can also add or delete stages based on their needs.

2. Dashboard Integration:

   • The platform provides visual insights into the pipeline through pie charts and funnel charts. These charts allow users to see where leads are in the sales process, offering a clear view of the business pipeline directly from the dashboard.

   • The dashboard can be customized to display relevant information, such as the pie chart view of the Builder 6-Step Pipeline, giving users an overview of lead distribution across different stages.

3. Customization:

   • The platform allows users to edit their dashboard by enabling or disabling certain views and charts to match their business priorities.

Conclusion:

The pipeline management feature in AutomationWorx is designed to be flexible and customizable, ensuring that businesses can tailor it to their specific sales process while maintaining automation integrity. The dashboard provides easy visualization tools to track leads and manage the sales flow efficiently.