Pipeline for calling

Martin Pecha_2338
Martin Pecha_2338 Posts: 192
100 Comments Second Anniversary 5 Up Votes 5 Likes
edited July 18 in Sales CRM #1

I am looking for suggestions how to build pipeline for calling - never done that.

We have two lead generating people who will be using pipedrive. They will call people 3 times, send email with some details if respond. 

I need to track these people and make it as transparent as possible. I want to see how many times they called to some specific person, what leads were lost and why atd.

I have no experience in this. Should I built separate pipelines for each person? Should I use the lead inbox in pipedrive?

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Hi @Martin Pecha we're still in the middle of building e-mail support for the leads inbox but after that you can probably best use that area.

    For now a Pipeline would work. Just let them share one Pipeline, you can filter on the owner. And you can use workflow automation to set default calling and emailing activities per new "deal" in there.

    You can then also use lost reasons to track why you're not closing them.

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 192
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited December 2020 #3

    Hi @Martin Pecha we're still in the middle of building e-mail support for the leads inbox but after that you can probably best use that area.

    For now a Pipeline would work. Just let them share one Pipeline, you can filter on the owner. And you can use workflow automation to set default calling and emailing activities per new "deal" in there.

    You can then also use lost reasons to track why you're not closing them.

    we created a list in Leads, which we split into owners - people keep there activities and notes - when person do not response ater process, we archive the lead. When person responses, we convert lead to deal - if it was negative answer, we close tem and state the lost reason.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #4

    Hi @Martin Pecha we're still in the middle of building e-mail support for the leads inbox but after that you can probably best use that area.

    For now a Pipeline would work. Just let them share one Pipeline, you can filter on the owner. And you can use workflow automation to set default calling and emailing activities per new "deal" in there.

    You can then also use lost reasons to track why you're not closing them.

    That also works :D