Create your first Pipeline to track prospects

Structure your sales tunnel by creating and customizing a pipeline in the Prospect tool.

Written By CrocoTeam

Last updated 2 months ago

Are you new to Pipelines in CrocoClick? It's the ideal tool for visualizing your prospects, tracking their progress through your sales funnel, and ensuring you don't miss any opportunities.

1. Create a sales pipeline

A pipeline is a column view (kanban) that represents the different stages your prospects go through.

Here's how to create one:

  1. Go to Prospects

  2. Click on Pipelines at the top of the page

  3. Click Create Pipeline

  4. Name your pipeline

  5. Add your custom stages (e.g., New Lead, Scheduled Call, Missed Appointment, Converted, etc.)

  6. Click Save

💡 TIP: Tailor your stages to your actual sales method: this pipeline should reflect the reality of your field.

2. Import contacts into the pipeline

You can import your contacts directly as opportunities:

  1. Go to Contacts

  2. Click on the Import icon

  3. In the first step, check the Prospects box.

  4. Import your CSV file (name, email, etc.)

  5. Match the columns in your file with the CrocoClick fields

  6. Click Next, check everything, then start the import

All your contacts will then appear in the pipeline, ready to be processed.

3. Add a prospect manually

Do you have a new prospect in person or on the phone? You can enter them manually:

  1. Go to Prospects

  2. Click Add Opportunity

  3. Choose an existing contact

  4. Enter the opportunity details:

    • Associated pipeline

    • Current stage

    • Estimated amount (optional)

    • Source or additional note

  5. Click Create

Your contact is now tracked in the correct pipeline and stage.

Conclusion

With CrocoClick's pipelines, you can structure your sales follow-up and keep a clear view of your leads.

Create your first pipeline, add your contacts, move opportunities forward as you take action... and convert faster!