The Pipeline is the engine room of your sales department. It provides a visual, real-time representation of your sales funnel, allowing you to identify bottlenecks, forecast revenue, and ensure no lead falls through the cracks.
Customizing Your Pipeline
Every business has a unique sales process. Myra allows you to build as many pipelines as you need.
Managing Stages
Go to Settings → Pipeline to edit your stages. For each stage, you can:
- Name: Use action-oriented names (e.g., "Call Booked" instead of "Waiting").
- Color: Color-code your stages (e.g., Green for "Proposal Sent," Red for "At Risk").
- Stagnation Period: Set a limit (e.g., 5 days). If a card sits in this stage for longer, it will be highlighted with a red border to alert you.
- Win Probability: Set a percentage (0-100%). This is used to calculate your "Weighted Value" in the Sales Reports.
Managing Deal Cards
Each card in the pipeline represents a "Deal" linked to a Contact.
- Drag-and-Drop: Moving a lead is as simple as dragging the card to the next column.
- Quick Stats: Each card displays the contact name, deal value (e.g., $1,200.00), last activity date, and assigned owner.
- Card Highlights: If a card has an overdue task, a small "Clock" icon will appear in red.
The Deal Drawer
Clicking a card opens the Deal Drawer, a powerful side-panel that gives you 360-degree visibility without losing your place in the pipeline.
- Communication History: See every SMS, Email, and Call recording.
- Notes & Files: Read internal notes from teammates and access uploaded contracts or images.
- Tasks: Create a follow-up task or mark a discovery call as complete.
- Timeline: A chronological log of every stage move and field update.
Pipeline Automations (Triggers)
The real power of the Pipeline lies in its automation. You can set "Entry" and "Exit" triggers for every stage:
- Stage: New Lead: Automatically send a "Welcome SMS" and assign the lead to the first available rep.
- Stage: Proposal Sent: Start a "Nurture Workflow" that sends a follow-up email every 48 hours until the proposal is signed.
- Stage: Closed Won: Automatically create an invoice, send an onboarding form, and move the contact to the "Client" segment.
- Stage: Abandoned: Tag the contact as "Lost" and add them to a "Re-engagement" list for six months' time.
Multi-Pipeline Strategy
Don't try to cram everything into one board. Create separate pipelines for:
- New Business: For cold leads moving toward their first purchase.
- Account Management: For existing clients and upsell opportunities.
- Support Escalations: For complex technical issues that require a multi-step resolution.
- Hiring: Use the pipeline to manage job applicants from "Interview" to "Hired."
Filters and Saved Views
Large teams with hundreds of leads can use filters to stay focused:
- By Owner: "Show me only my deals."
- By Value: "Show me all deals over $5,000.00."
- By Age: "Show me deals that haven't been contacted in 3 days."
- Saved Views: Save these filters as tabs (e.g., "My Hot Leads") so you can switch between them with one click.
Best Practices
- Consistent Value: Always enter a deal value, even if it’s an estimate. This allows for accurate revenue forecasting.
- Zero Inbox for Pipeline: Your goal should be to ensure no cards are in a "Stagnant" state by the end of the week.
- Required Fields: Set "Required Fields" for stage moves. For example, a rep cannot move a lead to "Proposal Sent" unless they have entered a "Project Start Date."
FAQs
Can I delete a pipeline? Yes, but you will be asked to reassign or delete all the cards inside it first to prevent data loss.
Can one contact be in two pipelines? Yes. A contact can have multiple "Deals" running simultaneously-for example, one in the "Product A" pipeline and one in the "Renewal" pipeline.
How do I see "Lost" deals? By default, the pipeline shows "Open" deals. Use the filter at the top to switch to "Won," "Lost," or "All" views.