The New pipeline wizard builds a sales pipeline with you: its stages, the tasks in each and the messages to send. Its AI now starts from how you meet your customers and from what your business does.
- How do your deals with them start? is a new question under Who is this pipeline for?, with five answers: We met them at an event, They replied to our outreach, They came to us, They already work with us, and It varies, or I'm not sure. The first message follows your answer, so somebody who already knows you is never introduced to your business as a stranger would be.
- Anything else about them is the box for the rest, and it may stay empty.
- Next reads your business and suggests stages for it, marked Suggested for your business. Use the basic stages instead brings back Discovery, Proposal and Onboarding.
- Before it writes the tasks, the AI writes a short brief: who the deal is with, how well they know you, what you sell, how long a sale of this kind takes, one greeting and one closing line. Every stage is written from that brief.
What you get
- Tasks that fit your trade, with the names your description gives, such as the products you resell or the rules your customers must follow.
- The same greeting and closing line in every message, with your name right under the closing line.
- Messages that agree with the task notes, and a note to attach whatever a message says is attached.
- Due days paced to how long your sales take.
An administrator opens it from Manage CRM, or from New template in Pipeline templates.