Pipeline in depth — the whole series, chapter by chapter

All six in-depth parts in one video, with a chapter list to jump straight to any feature: contacts and organizations, staying in touch, leads, deals, quote to sales order, and campaigns and reports.

Ver primero

Este vídeo da por sabido lo que se muestra abajo.

Idioma
English
Duración
26:29
Subtítulos
English

Todavía no hay una grabación de este vídeo en Español, así que se reproduce en English.

Capítulos

  1. 0:00Contacts · Where this lives
  2. 0:26Contacts · Same record, two doors
  3. 0:39Contacts · The relationship is a sales signal
  4. 1:09Contacts · Who owns the customer
  5. 1:30Contacts · What Pipeline adds to the page
  6. 1:54Contacts · Ask Luma
  7. 2:25Staying in touch · Where this lives
  8. 2:52Staying in touch · Log an activity on a contact
  9. 3:18Staying in touch · The same history from a deal
  10. 3:41Staying in touch · One activity, many contacts
  11. 4:00Staying in touch · Who did we actually reach?
  12. 4:15Staying in touch · Message a contact and read the thread
  13. 4:33Staying in touch · How often should we talk?
  14. 4:50Staying in touch · Remind me
  15. 5:10Staying in touch · When PanLuma reminds you on its own
  16. 5:28Staying in touch · Follow a record
  17. 5:45Staying in touch · Follow-up tasks
  18. 6:06Staying in touch · Choose what reaches you, and how
  19. 6:24Staying in touch · Ask Luma
  20. 6:56Leads · Where this lives
  21. 7:17Leads · A lead is a contact
  22. 7:37Leads · Add a new lead
  23. 7:57Leads · Put an existing contact on the funnel
  24. 8:16Leads · Where leads come from without you
  25. 8:31Leads · List, board, funnel
  26. 8:50Leads · Move a lead up the funnel
  27. 9:05Leads · Many leads at once
  28. 9:13Leads · Contact a lead
  29. 9:30Leads · Who owns new leads
  30. 9:44Leads · Shape the funnel
  31. 9:59Leads · Turn a lead into a deal
  32. 10:27Leads · Straight to a quote
  33. 10:41Leads · Ask Luma
  34. 11:18Deals · Where this lives
  35. 11:51Deals · Stages and probabilities
  36. 12:12Deals · What a deal needs before it moves
  37. 12:32Deals · Create a deal
  38. 12:49Deals · The deal's details
  39. 13:04Deals · Where the deal came from
  40. 13:18Deals · The people on the deal
  41. 13:44Deals · Move the deal forward
  42. 14:08Deals · Three views of every deal
  43. 14:25Deals · Won, and lost
  44. 14:56Deals · Find, filter, act on many
  45. 15:08Deals · Files and history
  46. 15:22Deals · Stock before you promise
  47. 15:35Deals · Duplicate, archive, delete
  48. 15:45Deals · Ask Luma about this deal
  49. 16:18Quote to order · Where this lives
  50. 16:45Quote to order · Price the deal
  51. 17:22Quote to order · Preview and issue
  52. 17:33Quote to order · Send it
  53. 17:52Quote to order · A second option for the customer
  54. 18:05Quote to order · The quote lives in Sales
  55. 18:21Quote to order · Change a quote you've already sent
  56. 18:38Quote to order · Every quote in one place
  57. 18:49Quote to order · A quote from the customer's own list
  58. 19:05Quote to order · The customer says yes
  59. 19:26Quote to order · One record, two names
  60. 19:50Quote to order · From the deal's side
  61. 19:59Quote to order · An order that started in Sales
  62. 20:15Quote to order · The customer says no
  63. 20:33Quote to order · What happens next, and where
  64. 20:45Quote to order · Your style on every quote
  65. 21:01Quote to order · The columns on the line table
  66. 21:15Quote to order · Terms and conditions
  67. 21:27Quote to order · Document numbering
  68. 21:44Quote to order · Ask Luma
  69. 22:22Campaigns and reports · Where this lives
  70. 22:43Campaigns and reports · Start a campaign
  71. 23:11Campaigns and reports · The people a campaign reaches
  72. 23:29Campaigns and reports · What the campaign produced
  73. 23:46Campaigns and reports · Which campaigns are working
  74. 23:54Campaigns and reports · The dashboard
  75. 24:04Campaigns and reports · Won deals over time
  76. 24:16Campaigns and reports · Win rate and stale deals
  77. 24:29Campaigns and reports · How deals move through stages
  78. 24:39Campaigns and reports · The lead funnel
  79. 24:53Campaigns and reports · Revenue and forecast
  80. 25:02Campaigns and reports · Compare the team
  81. 25:09Campaigns and reports · The activity feed
  82. 25:24Campaigns and reports · Who can see deals
  83. 25:32Campaigns and reports · Filter Pipeline by company
  84. 25:41Campaigns and reports · Export or import Pipeline data
  85. 25:53Campaigns and reports · Ask Luma

Ver a continuación

Sigue el vídeo directamente en el producto

Abre la demo en vivo y haz los mismos clics con datos reales ya cargados.

Prueba la demo en vivo