Utilizing Opportunity Status Buckets

Overview

In Gymini, the opportunity status buckets — "Won," "Lost," and "Abandoned" — play a pivotal role in managing and tracking the progress of leads in your sales pipeline. This guide will help you understand how to effectively use these buckets to maintain a clean and efficient pipeline.

Understanding the Opportunity Status Buckets

When you are in the opportunities view, moving an opportunity tile will reveal three buckets: "Won," "Lost," and "Abandoned." These represent the different statuses an opportunity can have:

• Open: The default status when an opportunity is created.

• Won: Indicates a successful closure of a lead.

• Lost: Used less frequently, generally for leads who request no further contact.

• Abandoned: For leads that stop responding over time.

Utilizing the Buckets for Closing Leads

1. Training Clients: Educate your clients to drag opportunities into the "Won" bucket as they secure them.

2. Creating Triggers: Set up triggers to automatically mark opportunities as "Won" when they move to the final stage in your pipeline.

Keeping the Pipeline Visually Clean

1. Changing the Status: Altering the status of an opportunity removes it visually from the pipeline, helping to avoid clutter from inactive leads.

2. View Adjustments: Adjust the view settings to "All" to see all opportunities, including those marked as "Abandoned."

Implementing a Strategic Approach with Campaigns

1. Initial Nurture Campaign: Develop a campaign to nurture new leads with various communication methods, aiming to secure a booking.

2. Not Yet Ready Campaign: Create a placeholder campaign to hold leads not yet ready to convert, facilitating a smooth transition to a long-term nurture strategy.

3. Long-term Nurture Campaign: Establish a campaign for long-term nurturing, sending periodic emails to maintain engagement with the leads.

Setting Up Triggers for Automated Management

1. Trigger Creation: Develop triggers to automate the management of leads flowing through different campaigns.

2. Utilizing the "Not Yet Ready" Campaign: Use this campaign as a wait step to initiate triggers, helping to manage leads more effectively.

3. Automating Status Changes: Set up triggers to automatically change the opportunity status to "Abandoned," removing them visually from the pipeline and adding them to the long-term nurture campaign.

Conclusion

Understanding and utilizing the opportunity status buckets in Gymini CRM allows for a more organized and efficient management of your sales pipeline. By setting up strategic campaigns and triggers, you can automate the lead management process, ensuring a clean pipeline and a systematic nurturing strategy.

Remember to explore different trigger configurations to make the most out of the opportunity status buckets in Gymini CRM.