FAQs (Pipelines and Campaigns)

Lets understand few of the FAQs from Pipelines and Campaigns

1. What is a pipeline in NeoDove?

   • A pipeline in NeoDove refers to the predefined stages that a lead progresses through during the sales process. It represents the various steps involved from lead acquisition to conversion.

2. How do I create a new pipeline?

   • To create a new pipeline, navigate to the settings of your NeoDove account. Look for the option to "Pipelines" and click on it. Then, follow the prompts to add a new pipeline, including defining stages, tags and transitions.

3. Can I customize the stages in a pipeline?

   • Yes, you can customize the stages in a pipeline to align with your specific sales process. You can add, remove, or edit stages according to your requirements.

4. What is a campaign in NeoDove?

   • A campaign in NeoDove refers to a targeted marketing initiative aimed at acquiring or engaging leads. It encompasses activities such as outbound calling, messaging, and lead management within a specified timeframe and goal.

5. How do I create a new campaign?

   • To create a new campaign, navigate to the "Pipeline" section of your NeoDove account. Look for the option to create campaign inside a specific Pipeline and click on it. Then, provide details such as campaign name, campaign manager, agents, lead distribution, priority and lead duplicacy.

6. Can I create multiple campaigns to a pipeline?

   • Yes, you can create multiple campaigns to a pipeline if your one particular business process involves different campaigns for different types of leads or products/services.

7. How can I track the performance of my campaigns?

   • NeoDove provides analytics and reporting features to track the performance of your campaigns. You can monitor metrics from reports and trends sections which you will find from the left hand side of the screen.

8. Can I pause or stop a campaign midway?

   • Yes, you can pause or stop a campaign midway if needed. Simply access the particular campaign and then need to click on the Action button following click on Edit Campaign from the top right corner of the screen. Then accordingly you will get an option to pause or stop the campaign. This can be useful if you need to reassess your strategy or address any issues.

Note: These FAQs should provide insights into pipelines and campaigns in NeoDove, helping admin or managers navigate these sections effectively.