Article Shortcut:
Pipeline views
View Types:
Pipeline view
List view
Chart view
NOTE: If you don't want to include a certain stage in the chart view, you can turn off the "Chart View" toggle on the stage edit page.
How to add an opportunity
From the pipeline page
Click Add Opportunity
Click the contact who you want to create as an opportunity
Add value or add a product
Select the stage that you want to assign the opportunity to
Save
From the contact page
Click the contact
Click "Add Opportunity" under Opportunities
Add value or product
Select the pipeline and stage that you want to assign the opportunity to
Save
How to move an opportunity to another stage
From the pipeline page
Drag an opportunity to the specific stage that you want to move an opportunity to
From the contact page
Go to the individual contact page
Click the pencil icon (edit) in the opportunity tab
Change the stage
Save
NOTE: The most recently added opportunity will be on top of the stage.
How to add a new pipeline
Go to Settings - Pipeline page
Click "Add Pipeline" at the top right corner
Give a name
Click "Add"
How to edit the pipeline
From Settings
Edit stage
Click the pipeline
Click the pencil (edit) icon
Change the color of the stage or add, edit, or remove actions
Save
Change the order of stages
Drag the dots on the left side of the stage tab and drag it down or up
From Pipeline
Click "Edit Pipeline" at the top left of the page
Configure stages as you wanted
NOTE:
The pipeline with old statuses (Lead, Scheduled, Showed, Won, Lost) as stages cannot be renamed. If you wish to use different stage names, create a new pipeline.
How to filter out the opportunities
Click "Filters"
Select filters that you want
Save
To remove filters, click "Clear Filters"
If you are looking to view responded, scheduled, showed, scheduled contacts. You can filter by Pipeline > Stages
How to check the detailed opportunity information
Click the opportunity card
Check the opportunity's details on the right-side panel or edit
How to turn on DNC (Do Not Contact)
Click the opportunity card or go to the individual contact page
Turn on the toggle on the right-side panel under the General Info section
Click "Yes" on the pop-up
NOTE:
When the contact messages STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT or turn on the Do Not Contact (DNC)
When the contact doesn't want to get a message from WooSender numbers, you can turn on DNC. Once DNC is turned on, you will not be able to send out any messages and the contact will be removed from the pipeline and the opportunity will be changed to inactive.
How to create a product
Go to the Product page from Settings
Click "Add Product" at the top right corner
Enter the name of the product
Enter the price of the product
NOTE: Modifying a product does not affect opportunities that already had a product before the modification was made. The modified product will be only applied to opportunities assigned to the product after the modification. Opportunities with the product before the changes will remain unique for each opportunity.
How to assign a product to the opportunity
Open the individual contact page or opportunity card from the pipeline page
Select the product that you want to assign to the opportunity
Save
NOTE: If you assign the product, you will no longer be able to add value. Product price will be reflected in the value. Moreover, if you modify the product price for a specific opportunity, the modified product will remain a unique product for that opportunity.
How to add an opportunity using Woo AI
Woo Booking
Go to the campaign - Woo Booking
Turn on the "Add/ Update Opportunity" toggle
Enter the information
Save
Woo Response
Go to the Woo Response Library
Select the row and click "edit"
Go to Actions
Click "Add/Update Opportunity
Save
Note: If you don't want to update all fields of opportunities that exist in the same pipeline, uncheck the "update all fields if an opportunity already exists in the same pipeline" box.
Click here for additional information.