Written by ajsantiago Introduction
The Pipeline in Carrot CRM is a unique workflow that your leads will follow as you update them by completing Actions. You can assign or delegate specific sections of the Pipeline to teams or people in your business who are in charge of those processes and you can use the Pipeline to check your team’s performance. When you have a good understanding of the Pipeline flow, it will significantly improve your systemization, process flow, and strategies with your prospects and your team.
There are four Pipeline stages in the Opportunities menu and is determined by the action assigned to the Opportunity. The chart below shows you how leads progress through them.
Complete Pipeline Graphic
Qualification
The Qualification pipeline is where all of the unqualified opportunities will remain. Once an opportunity is created from your integrations, it is assigned a Call New Lead action for you to call and determine whether they are a qualified seller or not. In the Dashboard, all Opportunities in the Qualification pipeline are tracked as Unqualifed leads.
Pursue
An Opportunity is moved to the Pursue pipeline once a lead is qualified and there’s potential for a good deal. This is where you actively pursue the seller—whether through research, scheduling appointments, making offers, or following up. In the Dashboard, these are tracked as Qualified Opportunities.
Transaction
The transactions pipeline is for opportunities you put under contract, closed deals, or canceled ones.
Follow Up
The Follow Up pipeline is for opportunities that are placed in sequences.
Conclusion:
The Pipeline in CarrotCRM is a structured workflow for managing leads as you complete tasks. You can assign specific sections to different team members, allowing for better performance tracking and accountability. Understanding the Pipeline flow enhances your systemization, process efficiency, and strategies for engaging with prospects and your team. Each process within the Pipeline consists of distinct Stages and Activities, with four main stages outlined in the Opportunities menu, illustrating how leads advance through the system.
Should there be additional questions, you can continue to search the Help Center or speak to our Support Team in Live Chat.
Learn More:
You can refer to the action flow that an opportunity goes through as you nurture and progress the lead to a closed deal. Check it out here.