Understanding your Pipelines

PULSE REI CRM PIPELINE SETUP

🔹 What is a Pipeline?

A pipeline is your full sales process — from first contact to closing a deal.

Think of it like:
👉 A visual board where each lead moves step-by-step

🔹 What is a Stage?

A stage is a step in your process

Example:

• New Lead

• Contacted

• Booked Call

👉 Each stage represents a clear action or milestone

🔹 What is an Opportunity?

An opportunity is:
👉 A lead that has potential to become a deal

It includes:

• Contact info

• Deal value

• Notes

• Assigned owner

👉 Basically: this is the actual deal you are tracking

WHY THIS MATTERS

Using pipelines in Pulse REI CRM helps you:

1. 👀 See Everything Clearly

• Know exactly where every lead is

• No more guessing or spreadsheets

2. 📊 Track Performance

• See conversion rates

• Identify where deals get stuck

3. ⚙️ Stay Organized & Consistent

• Everyone follows the same process

• No missed steps or confusion

4. 🚀 Increase Efficiency

• Automate follow-ups and tasks

• Move leads faster through the process

👉 This is why pipelines are powerful — they turn chaos into a system

PART 2: Create a Pipeline (Step-by-Step)

1. Go to Pipelines

• Open your Sub-account

• Click Opportunities

• Click Pipelines

2. Create New Pipeline

• Click “Create New Pipeline”

• Enter a Pipeline Name

• Click Save

👉 Example:

• Sales Pipeline

• Client Onboarding

3. Add Stages (CRITICAL STEP)

• Type your Stage Name

• Click Add Stage

• Repeat for all steps

👉 Example stages:

• New Lead

• Qualification

• Booked Call

• Proposal

• Closed

💡 Important:

• Stages should be clear and action-based

• So users know exactly when to move a lead forward

4. Arrange & Manage Stages

• Drag to reorder (top = first step)

• Rename or delete if needed

💡 If you delete a stage:

• You can move all leads to another stage (no data lost)

5. Save & Finalize

• Make sure flow is correct

• Your pipeline is ready

PART 3: Add Opportunities (Leads)

OPTION 1: Manual

• Go to Opportunities

• Click + Add Opportunity

• Select contact

• Choose:

  • Pipeline

  • Stage

  • Value

• Click Create

OPTION 2: Import

• Upload contact list

• Map fields

• Import

👉 Turns bulk contacts into opportunities instantly

OPTION 3: From Prospecting Tool

• Add leads directly

• Assign pipeline + stage

OPTION 4: Automation (BEST PRACTICE)

• Go to Automation → Workflows

• Trigger: form submitted / lead created

• Action: Create Opportunity

👉 This automatically adds leads into your pipeline

HOW THE SYSTEM ACTUALLY WORKS (IMPORTANT PROCESS FLOW)

🧭 STEP 1: Lead Comes In

• Form, call, message, or import

➡️ STEP 2: Becomes an Opportunity

• Now it’s a trackable deal

➡️ STEP 3: Moves Through Stages

Example:
New Lead → Contacted → Booked → Closed

👉 Movement = progress in real life

🏁 STEP 4: Final Outcome

• Won (closed deal)

• Lost (did not convert)

FREQUENTLY ASKED QUESTIONS

1. What is a pipeline?

A pipeline is your sales process, showing how a lead moves from start to closed deal.

2. What is an opportunity?

An opportunity is a lead you are actively working on as a deal inside the pipeline.

3. What is a stage?

A stage is a step in your process (ex: New Lead → Contacted → Closed).

4. How do I add leads to the pipeline?

You can:

• Add manually

• Import in bulk

• Use automation (best option)

5. When should I move a lead to the next stage?

Move them when a specific action is completed
👉 Example: once a call is booked → move to “Booked Call”

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.