Everything tagged Pipeline
3 articles across the Help Center.
How do I track inquiries in my sales pipeline? Open People from the rail, open a person, and select Add inquiry. Then move it through your stages from the inquiry's stage menu. Change your stages in People under Pipeline with Manage stages. Available on the Core plan and the Growth plan. CRM
How do I turn a booked inquiry into a Hub? Open the inquiry in People, select Mark booked, then select Link to Hub and choose the client's Hub. Visualist adds the client to the Hub and moves the inquiry's unlinked invoices and signature requests onto it. Available on the Core plan and the Growth plan. CRM
What is the CRM in Visualist? Your CRM in Visualist is People: every client and contact, the inquiries in your sales pipeline, and a brief Vai keeps for each inquiry. Open People from the rail. Available on the Core plan and the Growth plan. CRM