How to use Bling CRM pipeline feature

This tutorial provides a comprehensive guide on creating a pipeline view for contacts, leads, or prospects within the Bling platform. It emphasizes the utility of pipeline views for sales teams to track lead progress and highlights the customizable nature of this feature to suit various business operations. The tutorial walks users through the process of switching to pipeline view, creating custom deal stages, and moving leads through the defined stages, ultimately enabling users to tailor their sales pipeline to their specific business needs.

To create a pipeline view for your contacts, leads, or prospects in Bling, follow these steps:

  1. Go to the "Customers" section and click on "Switch to Pipeline View."
  2. By default, all your contacts will fall under "Not Selected" as you haven't created your deal stages yet.
  3. Create custom deal stages such as "First Contact Made," "Interested," "Demo Scheduled," "Deal Won," and "Deal Lost."
  4. Once your deal stages are created, start moving your leads from "Not Selected" to the relevant deal stages based on their progress.
  5. You also have the option to switch the pipeline view by client status or lead type, providing flexibility to view leads based on specific criteria.
  6. After setting up your pipeline view, you can always switch back to the table view to see your leads listed.

If you have any questions, you can click on "Contact Us," and the support team will respond within 24 hours.

By following these steps, users can effectively manage and track their leads through a customized sales pipeline, tailored to their specific business requirements.