Pipeline Feature Tour

Now that you've seen how to enter and access contact information, it's time to go over what really makes Less Annoying Software great. We allow you to track absolutely anything about your business using categorized notes called "Pipelines". Here's how they work:

Setting Up Your Pipelines
	When you first create your account, you can set up your pipelines. You will be taken to a screen that allows you to make a "Pipeline" for each category that you want to track, and a "Status" for the different stages in the pipeline. For example, in this screenshot, you can see that there is a pipeline for sales, and one for customer service. This will make it easy to generate reports showing all sales and customer service issues that need your attention. Under the sale pipeline, you'll notice four statuses. You can use these to track the progress of the pipeline for even more informative reports. You can go in and change these settings at any time, so don't worry about getting it perfect the first time.
Using notes to track pipelines
	When you view a contact record in your customer manager, you'll see a list of notes about that contact. In the example shown, you can see the "Jimmy's Notes" section near the bottom. In it, there are two notes. Notes can be assigned to pipelines, but they don't have to be. The note on the very bottom of this screenshot wasn't assigned to a pipeline, but the one above is was categorized as a sale. You can also see that it has a status of "Lead" and it's medium priority. By storing notes on the contact pages, you can easily get up to speed on any contact almost instantly. Even if you deal with thousands of customers, you can give each one personalized service because you'll never lose track of any information.
	Adding new notes to a contact record. You can see in this example that we entered information about a call with Jimmy. Assigning a pipeline and status to the note is incredibly simple, and the green box next to the status indicates that we gave this pipeline a high priority. When you click "Save Note", this note is added to Jimmy's history so you'll never lose track of it. If you can get in the habit of always entering a note after you get off the phone with someone, you'll have a great source of information about your customers in no time.
Viewing Pipeline Reports
	Assuming you use our system to record notes and assign them to pipelines, we can automatically generate reports summarizing all of your current activity. You can use these reports to manage your priorities and get a big picture view of your company. In this example, you'll see Jimmy at the top of the list along with the note that we entered in the last step. This report shows absolutely every pending sale so that nothing can slip between the cracks. You can also export pipeline reports to excel so that you can analyze the data however you want or email these reports to people that don't have access to your customer manager.

Or go to the Sharing Feature Tour >>