Hey {first_name}!

Before you take this next step, you should have your groups and custom fields set up. You should also have imported your current contacts into your account and added tags to segment your contacts. If you haven’t, make sure you follow these 3 quick steps.

Now that you have contacts in your account, here’s the EASIEST way to manage them.

The CRM Pipeline in your account is fully customizable to fit your unique sales process. I’m sure you have certain “statuses” prospects move through to become a customer, and even once they’re a customer. 

Your account has default statuses automatically set up. And you have the ability to Edit, Delete, and Add your own Statuses.

So your next step in your Quick, Easy, Painless Set Up is to...

Create, and Start Using, Your Pipeline

Here’s how...

1. List the Deal Statuses that are important for your business (i.e. Webinar Registrant, Meeting Booked, Proposal Sent, Closed Deal, etc.)
2. Add/Edit those Deal Statuses in your “Default Status” section under the “Leads” tab in your account.
3. Assign Deal Statuses to your contacts

Those steps are covered in this 3 minute video https://crmhelp.groovehq.com/help/default-statuses 

Once that’s set up, you can view your CRM Pipeline under “Leads Manager V2” under the “Leads” tab. https://crmhelp.groovehq.com/help/contact-manager-v2

Viewing this in KANBAN mode will allow you (and everyone on your team) to have a crystal clear understanding of the status of all your contacts.
 

You can move leads through different statuses, view all lead activities, and easily manage your teams’ priorities. 

After completing this step you should know exactly 

• Who you need to contact 
• When you need to contact them 
• and What you need to communicate to them 

You’re ALMOST ready to start communicating with your contacts now. 

Thanks! 

Ami

Agency Success Specialist