Workflows & Opportunities
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      Opportunities Pipeline

      What is the Opportunities Pipeline in the Marketing CRM? Learn how to use the pipeline to streamline your sales process.

      Understanding Opportunity Statuses:

      Screenshot 2024-05-14 at 12.33.09 PM

      Open:

        • Opportunities with the "Open" status are actively being pursued and are still in progress.

        • These opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversion.

      Won:

        • The "Won" status indicates that the opportunity has been successfully converted into a sale or deal.
        • This status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the business.
      Lost:

        • Opportunities with the "Lost" status represent deals that have been unsuccessfully concluded.

        • This status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offering.

      Abandoned:

        • The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales team.

        • This status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active consideration.

      Step-by-Step Guide: Updating Opportunity Status

      Step 1: Accessing the Opportunities Section

      • Log in to your CRM account.

      • Navigate to the "Opportunities" section from the sidebar menu.

      Step 2: Locating the Opportunity to Update

      • Once you're in the Opportunities section, locate the opportunity whose status you wish to update.

      • You can use search filters or browse through the list of opportunities to find the specific one you need to modify.

      Step 3: Updating the Status

      Option 1: 

      1. Click on the opportunity card to open its details page.

      2. Alternatively, you can click on the "Edit" button next to the opportunity to access its details.

      3. In the opportunity details page, locate the status field, which typically displays the current status of the opportunity.

      4. Click on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned).

      5. Confirm the status change, and the opportunity will be updated accordingly in the sales pipeline.


        Screenshot 2024-05-14 at 12.34.57 PM

      Option 2:

      • Drag the opportunity card to the right status which appears as soon as the card is dragged.

      • Drop it on the status which you want to update the card to. 

      • The status of the card will be updated and will reflect on the card.

      How the Opportunities Pipeline Works with Your 97Display Automation

      This section explains how new leads generated from your website are nurtured through the sales pipeline using 97Display automation and how this impacts the Opportunities pipeline.

      What Happens When a New Lead is Generated

      1. Lead Capture and Tagging: When a new lead fills out a form on your website, they are automatically added to your Marketing CRM and assigned a "website lead" tag.

      2. Automated Workflows Triggered: The "website lead" tag triggers two automated workflows:

        • Conversation Starter Workflow: This workflow sends a series of automated text messages and emails to engage the new lead.

        • Website Lead Tag Workflow: This workflow creates a new opportunity for the lead in the "97Display Leads Pipeline" within the CRM. The new opportunity is placed in the "New" stage with an "Open" status.

      Lead Nurturing and Pipeline Progression

      1. Lead Responds: If the lead replies to any message sent through the Conversation Starter Workflow, their corresponding opportunity in the pipeline is automatically moved to the "Responsive Lead" stage.

      2. Lead Does Not Respond: If the lead doesn't respond to any messages from the Conversation Starter Workflow after a set period, their opportunity is automatically moved to the "Non-Responsive Lead" stage.

      3. Manual Intervention - Marking Won: Once a lead joins your program (becomes a member), you will need to manually move the corresponding opportunity to the "Member" stage. This signifies a "Won" conversion for the opportunity and updates your conversion rate within the CRM dashboard.