Understanding Pipelines
What This SimplySync Tool Does
Pipelines in SimplySync let you visually manage opportunities as they move through different stages of your sales or service workflow. With the updated Pipelines experience powered by the SimplySync interface, pipelines are easier to navigate, faster to manage, and safer to edit, while keeping existing functionality intact.
Why It Matters
Pipelines keep the work visible, organized, and easier for your team to follow. They provide a clear view of where each opportunity stands in the process, helping teams identify bottlenecks and improve efficiency.
When to Use It
Use this tool when you need to manage your sales or service workflows visually. It is especially useful for teams that want to standardize their processes and track progress in real time.
Before You Begin
- Confirm that your account permissions include this area.
Step-by-Step Instructions
- Navigate to Opportunities → Pipelines.
- Open the pipeline you want to edit.
- Click the delete icon next to the stage.
- Select a destination stage to move existing opportunities.
- Confirm the deletion.
Important Settings
- Review account permissions before changing shared settings.
Helpful Tips
- Use fictional test data while learning the workflow.
Common Mistakes
- Skipping the final review before saving a change.
- Testing with real customer data instead of safe demonstration data.
Troubleshooting
Contact SimplySync Support if the expected option is missing.
Frequently Asked Questions
Where Can I Get Help?
Contact SimplySync Support for account-specific help.
Next Recommended Lesson
Creating Pipeline Stages
Example Pipeline Stages
Sales Pipeline
- Lead Capture – New inquiries from forms, calls, or chats
- Qualification – Budget, need, and fit are confirmed
- Appointment Scheduled – Discovery calls or demos are booked
- Proposal / Negotiation – Offers are shared and discussed
- Closing – Opportunity marked as Won or Lost
Service Business Pipeline
- New Inquiry
- Discovery Call Booked
- Service or Package Selected
- Payment Collected
- Onboarding
Best Practices
Keep It Simple
Limit pipelines to only the stages that matter most. Too many stages can slow down your workflow and reduce clarity.
Automate Smartly
Use pipeline-based automation to reduce manual work: Send follow-ups when opportunities stay in a stage too long, assign tasks when deals reach key stages.
Review Regularly
On a weekly or monthly basis: Remove outdated opportunities, update stage definitions as your process evolves, review conversion data and performance trends.
Data-Driven Optimization
Pipelines provide insight into your business. Use pipeline reporting to identify where opportunities drop off most often, which stage takes the longest to complete, and what the win rate is at each stage.
Common Use Cases
- Real Estate: New Lead → Property Tour → Offer → Contract Signed → Closed
- Coaching: Inquiry → Discovery Call → Program Selected → Payment → Onboarding
- Agency Client Management: Lead → Strategy Call → Proposal → Agreement → Onboarded
These examples can be adapted to fit most industries.
Keep learning with SimplySync
Use these SimplySync resources when you want the next step.
