Pipeline & forecasting — found from sitemap — Keap

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• Pipeline drag drop Report an error

  “Keap’s easy-to-use drag and drop sales pipeline helps you move leads faster, close more sales, and know the status of every deal in one place.”

• Stage automation Report an error

  “In the Keap Pipeline, you can now leverage the power of Easy Automations to create and manage stage automation from directly within the Pipeline.”

• Stage automation triggers Report an error

  “This means you can automate emails, tasks, and more when a deal enters or exits a stage in the pipeline so that nothing falls through the cracks.”

• Stage timeout followup Report an error

  “When a deal has been in a particular stage for a certain period of time, you can automatically send a follow up message asking if the prospect has any questions and gently nudging them forward.”

• Multiple pipelines Report an error

  “with Keap’s pipeline feature you have the ability to create multiple pipelines.”

• Pipeline use cases Report an error

  “you can use the pipeline feature to manage all sorts of other processes in your business like fulfillment, client or employee onboarding, hiring, and even project management.”

• Deal outcomes Report an error

  “Keap’s Pipeline now lets you define Deal Outcomes, which creates a new level of insight into what’s working -- or not working -- in your process.”

• Deal outcomes positive negative Report an error

  “You can create a positive and negative outcome for each of your pipelines, so it’s easier than ever to get a simple, high-level view of end states for all of your potential deals.”

• Outcome next pipeline Report an error

  “you can define what process comes next for each outcome and seamlessly connect multiple pipelines.”

• Hellosign Report an error

  “when a deal moves to “Won”, setup automation to send a contract to be signed through HelloSign and apply a tag to add them into your New Client Onboarding Pipeline”

• Pipeline analytics Report an error

  “The new analytics section in Keap’s Pipeline provides a simple, visual report of how your pipeline is performing.”

• Analytics filters Report an error

  “You can view trend lines to track quarterly performance, filter data by status, sales rep, and date closed”

• Analytics metrics Report an error

  “You can also see deal conversions by stage, average duration, deal revenue forecasting, and more”

• Appointment booking Report an error

  “This sends them directly to your appointment booking page where they can schedule a time to chat”