Sales Pipeline Overview: Track and Close Deals Faster
Many teams struggle to track sales opportunities effectively. Leads can get lost, follow-ups may be delayed, and forecasting often lacks accuracy. Without a structured pipeline, managing the sales process becomes inefficient.
BIGContacts Sales Pipeline helps streamline this process by providing a customizable workflow that keeps deals organized, automates follow-ups, and provides real-time insights. With clear tracking and automation, sales teams can focus on closing deals instead of managing spreadsheets.
This guide walks you through how to set up, customize, and optimize your sales pipeline, ensuring you never miss an opportunity.
Also, watch the video below for a full overview of the capabilities of the BIGContacts Pipeline.
Why Sales Pipelines Matter
Many sales teams struggle with:
Disorganized lead tracking – Without a structured pipeline, sales reps rely on scattered notes, spreadsheets, or email chains.
Missed follow-ups – Deals get lost when there’s no automation to remind teams to follow up at the right time.
Inconsistent sales forecasting – Without visibility into deal progress, predicting revenue or setting sales targets is difficult.
The BIGContacts Sales Pipeline helps solve these challenges by providing:
Clear deal tracking – Visualize where each lead is in the sales process.
Task automation – Schedule follow-ups, set reminders, and automate emails to keep deals moving.
Custom sales stages – Adapt the pipeline to match your business’s unique process.
Real-time insights – View reports on deal progress, sales team performance, and revenue forecasts.
Steps to Set Up and Use the BIGContacts Sales Pipeline
1. Customize Your Sales Pipeline
Before adding opportunities, set up your pipeline stages, products, and commission splits to match your sales process.
Click Customize in the top-right corner of the pipeline view.
Alternatively, select Customize Pipeline at the Gear Icon in the top-right corner.
Modify:
Sales Stages: Define different phases of your sales process.
Products: List the products/services linked to opportunities.
Commission Splits: Assign revenue percentages to team members.
Custom Fields: Add fields to capture additional sales-related data.
Show / Hide Fields: Decide which fields are visible when managing opportunities and products.
Pipeline View
2. Add a New Opportunity
Opportunities represent potential deals in your pipeline. You can add them from two places:
From the Sales Pipeline View:
Click Add Opportunity in the top-left corner.
Search for the contact associated with the opportunity.
Fill in opportunity details such as stage, value, expected close date, and assigned team member.
From a Contact Record:
Open a contact record and click the Actions button.
Select Add Opportunity—the contact is pre-filled for faster entry.
3. Track and Update Opportunities
Move deals through pipeline stages as they progress.
Click on an opportunity to edit details like status, deal size, or expected close date.
Assign follow-up tasks to sales reps for timely action.
4. Automate Follow-Ups and Tasks
Set automated reminders for meetings, emails, and follow-ups.
Create email sequences to engage prospects at different pipeline stages.
Assign tasks based on deal progress to ensure no lead is neglected.
5. Monitor Sales Performance
Access real-time insights via the Sales Pipeline Dashboard.
Run reports to track:
Win/Loss rates
Sales velocity
Conversion rates at each stage
Identify stalled deals and adjust strategies accordingly.
FAQs on BIGContacts Sales Pipeline
1. Can I create multiple sales pipelines in BIGContacts?
Yes, businesses can set up multiple pipelines for different products, services, or customer segments.
2. How does BIGContacts automate follow-ups?
It allows users to schedule email sequences, assign follow-up tasks, and receive alerts when deals progress or remain stagnant.
3. Can I integrate my sales pipeline with QuickBooks Online?
Yes, users can sync customer records and transactions with QuickBooks Online for a complete view of financial and sales data.
4. How can I track sales performance within the pipeline?
BIGContacts provides reports on deal conversion rates, revenue forecasts, and individual sales rep performance.
Here are some helpful articles to get started with the BIGContacts Pipeline:
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yMDg2LzQ3MjYwL2NrZmluZGVyL2ltYWdlcy9xdS8yMDI0L1NjcmVlbnNob3RfMjAyNC0xMS0yMF8xOTI2MjUoMSkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzY1ODI5MTgyfX19XX0_&Signature=GJ6ooTzfM5fwSlfqtV2YqlN5i6ja8I29ITf4jdn7j19~nxBOdQI-ymXur-hwbsIecjpFG7e7bHTjPGd9wMqJnHSVjIv11Ubz59twfa2Cs6sxk2VdA4Zd4uBAMmtetNVXuBgBCMp8aHnCZFuE~9ZAE1NaQWhs2GPE0vd4nxIxfmvhmK3V-7nBTTKt6rsX8Na1dz5GM3237D0OYqkdK2eWLiwXzn33YRTKDXz1AsuBAbZYjHNvi9GUmk3~sWfGc~o~mckE3Nq7OSH6Hgq6Y64GZTD56ueoSwdPOWZxQbjbrkT8sJ1oRVBI~t3JEfqMMqq4PccVkbc5sYvkeWzBBqAfQQ__&Key-Pair-Id=K2TK3EG287XSFC)
