Managing Opportunity and Pipeline Templates in CRM

Step 1: Accessing the Opportunities and Pipelines Section

1. Log into your CRM platform.

2. Click on the “Opportunities” tab on the left-hand navigation bar.

Step 2: Understanding Pipeline Templates

• Three default pipelines are typically available:

  • General Notary Work

  • Loan Signing Direct Business

  • Loan Signing Services

• Pipelines organize leads/opportunities through chronological stages of engagement.

Step 3: Creating or Editing a Pipeline

1. Navigate to the Pipeline section within Opportunities.

2. Click the gear icon or edit button (top right corner) to open the pipeline editor.

3. To create a new pipeline:

   • Click “Create Pipeline.”

   • Name your pipeline appropriately (e.g., “Payment Demo”).

   • Add stages sequentially. Example for a payment flow:

     • Client requested service

     • Service completed

     • Invoice sent

     • Invoice past due

     • Invoice paid

4. Click “Save” to finalize.

Step 4: Rearranging and Customizing Stages

• Use the arrow buttons beside each stage to reorder them.

• Toggle visibility for each stage on the dashboard:

  • Green = visible

  • Gray = hidden

Step 5: Viewing and Using Opportunities

1. Select a pipeline to view its respective opportunities (contacts).

2. Opportunities move through the stages based on lead progress.

3. You can toggle between pipelines using the dropdown at the top.

Step 6: Pipeline-Specific Templates

A. General Notary Work

• Stages may include:

  1. New Lead

  2. Appointment Requested

  3. Appointment Confirmed

  4. Appointment Completed

  5. Review Request Sent

  6. Google Review Completed

B. Loan Signing Direct Business

• Stages include:

  1. New Lead

  2. Office Visit (First Introduction)

  3. Nurture Process

  4. As-Needed Signings

  5. Regular Recurring Signings

C. Loan Signing Services

• Stages include:

  1. New Lead / Service Registered

  2. Call Intro Made

  3. Received Signing

  4. Regular Customer

Step 7: Deleting Pipelines

1. Click the delete icon on the desired pipeline.

2. Confirm the action when prompted.

3. Deleted pipelines will no longer be visible in the Opportunities section.