Using Pipeline Changes to Enhance Smart Lists in Surplus Systems
Learn how to dynamically update your SmartLists based on pipeline changes within Surplus Systems CRM. This article offers detailed instructions on setting up and utilizing pipeline status updates to automatically refine your lists, ensuring your SmartLists always reflect the most current engagement stages of your contacts.
1. Start by accessing contacts tab.
2. Select a contact that you wanted to add in pipeline
3. After selecting a contact, click Add to Pipeline
4. Select a pipeline from the drop down list
5. Select a stage as well from the drop down list
6. Create an opportunity by providing its name.
7. Provide the source of the opportunity.
8. Select Lead Value from the drop down list
9. Choose Opportunity Status from the drop down list
10. Provide description for the action in the given text box.
11. Finish the task by clicking on 'Add/Update Opportunity'.