Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻
What it is: Opportunity Pipelines are used to map out and manage processes within your business. For example, think about the stages your prospective clients need to go through before signing a deal with your business — each stage will be reflected in the opportunity pipeline within Copper.
A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there.
I've outlined some powerful prompts (below) to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥
For the purpose of this article, I'm going to help you map out your sales and onboarding processes.