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Pipeline Management 🔄

Introduction​

Amplifi-Qx Hub uses a structured pipeline system to help you guide opportunities from initial contact through to successful closure. Understanding how to effectively move opportunities through these pipelines is crucial for maintaining sales momentum and ensuring consistent progress.

Pipeline Overview 📊​

The system provides three distinct pipelines, each designed to handle different types of opportunities:

Tier 1 Pipeline 🟣​

Reserved for high-priority opportunities requiring immediate attention. These typically involve:

  • Active buying signals
  • Clear decision timeframes
  • Engaged stakeholders
  • Defined requirements
  • Available budget

Tier 2 Pipeline 🔴​

Manages developing opportunities that show promise but need nurturing. Characteristics include:

  • Early stage discussions
  • Budget exploration
  • Requirement gathering
  • Stakeholder identification
  • Solution development

Long Term Prospects 🟢​

Handles future potential business requiring ongoing relationship building. This pipeline includes:

  • Strategic long-term projects
  • Budget planning phase
  • Early market exploration
  • Relationship development
  • Future expansions

Pipeline Stages 📈​

Understanding Stage Progression​

Each pipeline contains specific stages that help track opportunity progression:

Long Term Prospects Stages

  • Cooling: Initial relationship building and monitoring
  • Actively Re-engaging: Increased communication and exploration
  • Keep in touch: Regular contact maintenance

As opportunities develop, they can move between pipelines based on their progression and priority level.

Managing Progression 🎯​

Moving Between Stages​

To progress an opportunity through stages:

  1. Access the opportunity details
  2. Click "Edit Opportunity Details"
  3. Select the new stage from available options
  4. Update any relevant scores or information
  5. Document the reason for the stage change

The system maintains a complete history of stage changes, helping track opportunity development over time.

Pipeline Transitions​

Moving opportunities between pipelines requires careful consideration:

Upgrading Priority When moving from Long Term to Tier 1 or 2, ensure:

  • Clear buying signals exist
  • Stakeholders are engaged
  • Requirements are documented
  • Timeframes are established
  • Budget discussions have started

Adjusting Focus When moving between Tier 1 and 2, consider:

  • Current engagement level
  • Decision timeframes
  • Resource requirements
  • Competition status
  • Project urgency

Quality Management ⭐​

Maintaining Standards​

Each pipeline movement should be supported by:

Documentation Updates Ensure key information reflects the new stage:

  • Activity notes
  • Contact records
  • Location details
  • Next actions
  • Follow-up plans

Score Adjustments Review and update key metrics:

  • Interest Score: Reflects current engagement
  • Value Score: Based on latest information
  • Quality Score: Overall opportunity health
  • Action Status: Current and planned activities

Best Practices 💡​

Effective Pipeline Management​

Regular Reviews Maintain pipeline health through consistent monitoring:

  • Review opportunities weekly
  • Update stages promptly
  • Document significant changes
  • Plan next actions
  • Track engagement levels

Clear Communication Keep stakeholders informed of progress:

  • Document stage changes
  • Note key decisions
  • Record meeting outcomes
  • Track client communication
  • Maintain action logs

Stage Duration​

Monitor time spent in each stage:

Activity Tracking The system displays days since last action, helping you:

  • Identify stalled opportunities
  • Focus on priority items
  • Plan follow-up activities
  • Maintain momentum
  • Prevent opportunities from aging

Quick Actions 🎯​

Common Tasks​

Access frequent pipeline management functions through:

  • Opportunity option menus
  • Quick edit features
  • Stage update tools
  • Action creation
  • Note additions

Pipeline Views​

Use different pipeline views to manage opportunities:

  • Kanban board for visual management
  • List view for detailed information
  • Pipeline specific filters
  • Team member filtering
  • Value-based sorting

Return to Opportunities Overview → Learn About Managing Opportunities →

Remember

Effective pipeline management requires regular attention and clear documentation. Each stage change should reflect genuine progress in the opportunity's development.

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