I was doing this manually with tags previously for number of weeks that a person was in the sales pipeline. I can see where this could be used in a sequence with a timer and an update custom field to make it easier to update things for certain time periods in the process.
@MonkeypodMarketing3 жыл бұрын
That's a good use case - you could count the amount of time (weeks, months, etc) that it takes for someone to make it from point A to point B; and then use a saved search to see the average duration Leads are spending in that section of the pipeline.
@TFJ2024 Жыл бұрын
Is there anyway to add checklists to keap for different stages in your pipeline
@MonkeypodMarketing Жыл бұрын
Yes, if you use the Max Classic version of Keap then you can create checklists for your pipeline stages: help.infusionsoft.com/help/set-up-the-pipeline-checklist But if you're using Keap Pro or Max I don't think that functionality is available there.
@TFJ2024 Жыл бұрын
@@MonkeypodMarketing I’m on the free version is that available on there