TekMatix Help Articles
Afilliates / Appointment
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Blogs / Calendars / Campaign
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Course / CRM / Chat Widget
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Compliance / Custom Fields
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Dashboard / Domain
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Email Builder / Email Deliverability
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Form / Funnels
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Google My Business / Integrations
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Invoices / LC Email / LC Phone
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Memberships Area
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Opportunities & Pipeline / Payment
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Reputation Management / Review Request
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Settings / SMS / SMTP Providers
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
Website / WordPress / Workflow
Create a Pipeline
Follow the steps below to create a pipeline:
Settings > Pipeline > Click + Create New Pipeline or Edit Pipeline Provided
Name Your pipeline or Rename Pipeline Provide
Add Stage Name
Add Additional Stage
You can use the arrows to move the stage
You can use the red trash bin icon to delete a stage in the pipeline
Click Save
Do's :-D
Do put yourself in the shoes of your client when building their pipeline. What does their sales flow/process look like? Replicate that here!
Do experiment with different pipelines and stages. Since you are reading this article, you are probably a TekMatix newbie :-), and that is totally fine. You may find yourself changing stages and pipelines as your knowledge and experience with our software grows. Nothing wrong with that!
Don'ts :-(
Don't add won & loss as stages to your pipeline. We do that automatically for you!
Don't add asterisks Stages to your pipeline (ie. No Show). Leads should have to go through EVERY stage of your pipeline. Asterisks stages will ruin your dashboard stats which will be covered in another article.
Don't overcomplicate things! If there are only a few stages to your client's pipeline, that is totally fine. Don't add stages that don't exist.
Don't copy my pipeline (or anyone else's) if they do not work with you! Pipelines are really client dependent.
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