Module 4 of 7Module 4 sa 7
Pipelines & OpportunitiesPipelines at Opportunities
A contact is a person; an opportunity is a deal. How GHL tracks a sale through stages, and how to design a pipeline that matches how a business really sells. Tao ang contact; deal ang opportunity. Paano tina-track ng GHL ang benta sa bawat stage, at paano magdisenyo ng pipeline na tugma sa totoong paraan ng pagbebenta ng business.
Start with lesson 1: Contacts vs OpportunitiesSimulan sa lesson 1: Contacts vs. Opportunities
Why this module is hereBakit nandito ang module na ’to
This comes before workflows because the most common beginner workflow action is "create or move an opportunity". You can't write that action well until you understand the object it acts on. Nauuna ito sa workflows dahil ang pinakakaraniwang beginner workflow action ay "gumawa o maglipat ng opportunity". Hindi mo maisusulat nang maayos ang action na 'yan hangga't hindi mo naiintindihan ang object na ginagalaw nito.
Builds on:Nakabatay sa: Module 2: CRM FundamentalsBasic ng CRM
“Set up our pipeline” is one of the most open-ended requests a client will ever send you. This module gives you a way to answer it properly: ask how the business actually sells, then turn each real step into a stage.
Ang “i-set up ang pipeline namin” ay isa sa pinaka-open-ended na request na ipapadala sa’yo ng client. Binibigyan ka ng module na ‘to ng paraan para sagutin ito nang maayos: tanungin kung paano talaga nagbebenta ang business, tapos gawing stage ang bawat totoong step.
Lessons
- Lesson 1 Completed: Contacts vs OpportunitiesContacts vs. Opportunities Explain the difference between a contact and an opportunityIpaliwanag ang pagkakaiba ng contact at opportunity
- Lesson 2 Completed: Designing a Pipeline That Matches a Real Sales ProcessPagdisenyo ng Pipeline na Tugma sa Totoong Sales Process Turn a client's description of how they sell into pipeline stagesGawing pipeline stages ang paglalarawan ng client kung paano sila nagbebenta
When you finish this modulePagkatapos ng module na ’to
"I understand how GHL tracks a deal, separately from the person.Naiintindihan ko kung paano tina-track ng GHL ang deal, hiwalay sa tao."