Medstar Team

Highlevel Sales Pipeline

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac - we need to figure out the best way to set up a standard highlevel pipeline. I would like you to watch the support and help videos to try to figure this out.

I want to keep it simple however I want our clients to easily be able to move clients along and be able to tell which leads they need to contact on the second day, the third day, etc.

Here is basically how we have it

New Lead - any new lead
Connected - someone we are talking with
Consult Booked - Someone who setup an appointment
Consult Provided
Purchased -

Now there is won, lost and abandoned buttons - I am not sure how we use them

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My question is do we add a no show  stage as not everyone is a no show or would that be moved to lost under the Consult bOoked stage

How would we figure out way to create three attempts. Meaning, if we do not get through them on the first day how do mark that, and remind the staff they need to call them the second day or second attempt or third attempt

Vania J, Medstar Vania - could you look into this to and work with Isaac Klausnser, Medstar Isaac on coming up with a plan - there is a correct way to do this but I cannot wrap my brain around it. 

https://help.gohighlevel.com/support/solutions/folders/48000666159

Comments & Events

Vania J, Medstar
Isaac Klausnser, Medstar Isaac Chris Zelig, Medstar Chris  I'll watch the videos and familiarize myself more with the pipeline options
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris  

Now there is won, lost and abandoned buttons - I am not sure how we use them

They are for reporting purposes. You can view this data on the account dashboard page. For eg. Below is the screenshot from Delamar client account.

Vania J, Medstar Vania Chris Zelig, Medstar Chris    I would recommend you watch this short video to get more understanding of this feature.
https://youtu.be/qh0yZ8GUwE8

To create three attempts. We will have to create three different campaigns and triggers for it. So if someone doesn't reply they will automatically get moved to a second campaign where we will have the phone call event set up which will automatically call the staff to connect them with the lead.

Vania J, Medstar Vania - Please let me know if you have any questions regarding the above or need more clarification.
Vania J, Medstar 👍
Chris Zelig, Medstar
Chris Zelig completed this to-do.