Pipeline Templates give you a structured starting point for organizing and tracking your contacts through the sales process. Instead of building stages from scratch, you can select a premade template and apply it when creating a new pipeline.
Where to Find Pipeline Templates
Pipeline Templates are accessible when creating a new pipeline. Navigate to the "Pipelines" tab in the left menu of your Dashboard to get started.
How Pipeline Templates Work
When you create a new pipeline, Bonzo offers a selection of premade templates to choose from. Each template provides a ready-made set of pipeline stages. You can preview any template before applying it by clicking the eye icon on the template card.
Creating a Pipeline from a Template
- Click the "Pipelines" tab in the left menu of your Dashboard.
- Click the "+ Create Pipeline" button in the upper right corner of your screen.
- Name your Pipeline.
- Select one of the premade Templates. To preview a template, click the eye icon in the bottom right corner of the template card.
Summary
Pipeline Templates allow you to quickly set up a pipeline with a predefined structure. Select a template that fits your workflow and customize it as needed after creation.
Note: To learn more about Pipelines, click the link below.
Pipelines: General Overview