Pipeline

Explore the Pipeline and how to create and customize it.

The pipeline plays a crucial role in the creation of campaigns and the management of leads. It serves as the backbone for organizing and streamlining the lead journey, from initial capture to eventual conversion.

To input data into NeoDove, users must create a campaign. However, creating a campaign requires setting up a pipeline with a lead journey.

If users have multiple purposes, they can create multiple pipelines accordingly.

Each campaign created will be associated with a specific pipeline, aligning with the intended purpose and ensuring data population within the designated pipeline.

Let us explore how to create a Pipeline:

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1. Log in to your NeoDove account ( https://connect.neodove.com/ )

2. Need to click either on the "Settings" option or "Manage Users" option.

1. Once clicked on any of the options, it will redirect to a window with nine sections but predominantly showing the "Manage Users" section.

1. Then, need to click on the "Pipelines" option just in between the "Preference" and "Profile" options.

1. A default Pipeline would be visible along with the default Stages, Tags and Transitions.

2. In order to add or customize any stages need to click on the "+" button inside the stages.

1. An "Add Stage" option will pop-up where we need to add the stage name which we want to create in the lead journey.

1. After clicking on create, the particular Stage will get created with a pop-up on the top of the screen.

1. Now, to further add tags and transitions to the stages, select any stage.

1. Choose the transitions of our choice.

2. We can add as many Tags as we want and then press Enter. E.g. - hot, cold, warm (We can assign different tags to different stages).

3. We can edit the Stage Name and even the Pipeline Name also can be edited.

1. After the editing part, we need to click on the "Save" button from the top right corner of the screen.

Once a pipeline is created and set up, it can be edited or customized at any time to adapt to changing business needs or requirements.

Additionally, if users wish to create a new pipeline, they can do so by clicking on the "Create Pipeline" option located in the top right corner of the screen.

This flexibility allows users to continuously refine and optimize their lead management processes to achieve better results.