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Pipeline Implementation Recommendations

Based on the Sales Pipeline & Lifecycle Management standards, the following configuration is recommended for the CRM system to ensure alignment with business administration goals.

1. Stage Configuration (The Sales Funnel)​

To reflect the standardized customer journey, we recommend configuring the following stages in the Campaign settings.

Stage NameOrderDescriptionSystem Configuration
Acquisition0Initial point of contact; raw data.Name: New Lead
UUID: stage-acquisition
Qualification1Verification of interest, budget, and authority.Name: Qualified
UUID: stage-qualification
Parent: stage-acquisition
Engagement2Active negotiation and proposal.Name: In Discussion
UUID: stage-engagement
Parent: stage-qualification
Closure (Won)3Successful deal.Name: Closed Won
UUID: stage-won
Parent: stage-engagement
Closure (Lost)4Unsuccessful deal.Name: Closed Lost
UUID: stage-lost
Parent: stage-engagement

2. Transition Protocol Implementation​

2.1 Entry Criteria Enforcement​

While the system allows manual transitions, we recommend using Custom Fields to guide users on entry criteria.

  • Recommendation: Add a "Qualification Checklist" custom field (type: boolean or select) that agents must check before moving a lead to "Engagement".
  • Recommendation: Add a "Proposal URL" custom field (type: text) that should be populated when moving to "In Discussion".

2.2 Stagnation Policy Automation​

To keep the pipeline clean, we recommend setting up Automated Stage Actions to handle inactive leads.

  • Scenario: Lead stays in "Acquisition" for > 7 days without activity.
  • Action:
    • Trigger: 7 days after entry.
    • Channel: WhatsApp/Email.
    • Template: "Hi {{fullName}}, are you still interested? If not, we'll close this file."
    • Operational Rule: If no response after 10 days, manually move to "Closed Lost" or a separate "Nurture" campaign.

2.3 Velocity Tracking​

The system automatically tracks enteredAt and exitedAt for every stage.

  • Recommendation: Utilize the Funnel Analytics dashboard to review the average time spent in the "Qualification" and "Engagement" stages.
  • KPI Target: Aim for a maximum of 3 days in "Acquisition" and 14 days in "Engagement".

3. Summary of Actions​

  1. Go to Campaign Settings > Stages.
  2. Create/Rename stages to match the table in Section 1.
  3. Go to Campaign Settings > Custom Fields.
  4. Add validation fields (e.g., "Budget Confirmed", "Proposal Sent").
  5. Go to Stage Actions for "Acquisition" and "Qualification".
  6. Configure "Stagnation" follow-up messages.