Skip to content
OMGSystems Logo
Back to Documentation
6 min read

Pipeline Setup

Your pipeline is the backbone of your sales process. Learn how to create, customize, and optimize pipelines for your specific industry and workflow.

Creating a New Pipeline

Step-by-Step

  1. 1.Navigate to Settings → Pipelines
  2. 2.Click "Create New Pipeline"
  3. 3.Choose to start from scratch or select an industry template
  4. 4.Name your pipeline (e.g., "Sales Pipeline", "Project Tracker")
  5. 5.Add and arrange your stages (see below)
  6. 6.Configure auto-tasks for each stage (optional)
  7. 7.Click "Save Pipeline"

Industry-Specific Templates

Start with a pre-configured template tailored to your industry:

Contractors

Pipeline Stages:
New Lead→Site Visit Scheduled→Quote Sent→In Progress→Completed→Follow-up
Includes: Auto-schedule site visit reminder, send quote follow-up after 48 hours

Real Estate

Pipeline Stages:
New Inquiry→Contacted→Showing Scheduled→Offer Made→Under Contract→Closed
Includes: Send property matches, schedule showing reminder, closing checklist

Accountants

Pipeline Stages:
New Client→Documents Requested→In Review→Return Ready→Filed→Completed
Includes: Document request email, deadline reminders, annual check-in

Agencies

Pipeline Stages:
Lead→Discovery Call→Proposal Sent→Negotiation→Won→Onboarding
Includes: Send proposal, follow-up sequence, onboarding checklist

Customizing Stages

Stage Settings

Each stage can be configured with:

Stage Name

Clear, action-oriented names work best (e.g., "Quote Sent" vs "Stage 3")

Stage Color

Color-code stages for visual clarity:

Win/Loss Status

Mark stages as "Won", "Lost", or "Active" to track conversion rates

Probability

Set close probability (e.g., 10% for "New Lead", 80% for "Contract Sent") to calculate weighted pipeline value

Setting Up Auto-Tasks

Automatic Task Generation

When a contact moves to a new stage, auto-tasks ensure nothing falls through the cracks:

When contact enters "Site Visit Scheduled"
→ Create task: Call to confirm appointment (due in 24 hours)
When contact enters "Quote Sent"
→ Create task: Follow up on quote (due in 48 hours)
When contact enters "Won"
→ Create task: Send welcome email + onboarding checklist (due immediately)
When contact is in "New Lead" for 7 days
→ Create task: Re-engagement call (stale lead alert)

Pro Tip: Combine auto-tasks with email automations to send personalized follow-ups automatically.

Pipeline Analytics

Track Your Performance

Pipeline analytics help you identify bottlenecks and optimize your process:

Conversion Rate
% of leads that become customers
Stage Duration
Average time spent in each stage
Pipeline Velocity
How fast deals move through stages
Win/Loss Ratio
Won deals vs lost deals
Lead Sources
Which sources produce best leads
Team Performance
Conversion rates by team member

Access analytics from Dashboard → Analytics or click the chart icon on any pipeline.

Previous
Managing Contacts