Outreachly has a handy Kanban-style sales pipeline that you can activate in just a few clicks. Most efficient sales teams use a Kanban board to create and manage deals. Follow these steps to get started.
💡Did you know you can integrate directly with HubSpot and Pipedrive from the Piepdrive feature?
Getting Started
Select "Pipeline" from the menu on the left of the screen
Select "Outreachly" from the CRM list and select "Activate".
Adding Pipeline Stages
To add a Pipeline stage select "+ Add Stage".
Add in the "Stage Name" and estimated probability of deals in that stage completing into a sale.
If the stage does not appear instantly try refreshing your screen.
Adding Deals
You can add deals either directly from the Pipeline stage by selecting "+ Add Deal".
Select the Prospect from your list of connected Prospects and enter the required deal information. Select "Create" to save the deal.
Alternatively, you can create deals directly from the Inbox by following the steps in this help article.
🚀 Success! You can now setup a Pipeline using the Outreachly Pipeline feature