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Getting Started 4 ~ Create & Automate Pipelines, Opportunities
The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features.
What’s Included
In this tutorial, we’ll cover the basics of how to:
- create a pipeline from scratch
- manually add contacts to the pipeline and move them through the stages
- create an automation that adds contacts to the pipeline
- create an automation that moves contacts through the stages
- toggle on/off which pipelines and which stages appear in the dashboard
At this time, we do not have a text & screenshot style tutorial for this topic, but the captions in the video are edited and accurate.
Watch Video Tutorial
Jump to any of the following moments in the video by clicking on them:
0:13 How pipelines look in the dashboard
0:36 Pipelines in action
2:22 Creating a pipeline from scratch
5:32 Creating an automation for adding contacts
9:52 Assigning users
11:42 Manually adding contacts to pipeline
12:42 Creating an automation that moves contacts through the stages
15:23 Reading pipeline data in the contact profile view
These links are also included in the video description on YouTube, so you don’t have to toggle back and forth each time.
Want to watch more video tutorials?
Pop over to our Fern CRM How-To playlist on YouTube: