Pipeline & Stages #
In the Manager Panel of the NexaPortal, there’s a section called Pipeline Manager that empowers managers to better design, manage, and monitor the sales structure. This tool allows them to define custom Sales Stages and create multiple pipelines tailored to their team’s workflows.
📋 What Is a Pipeline? #
A sales pipeline is essentially a step-by-step path that a lead follows to become a final sale. This journey is mapped out through defined stages, each representing a specific phase in the customer relationship process.
🧩 Key Features #
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Create or Edit Pipelines
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Ability to define multiple pipelines for different services or teams
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Set each pipeline as active or inactive
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Choose a default pipeline for general use
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Define Custom Stages
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Add unlimited stages to any pipeline
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Reorder stages easily with drag and drop
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Name each stage freely to reflect lead status accurately
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Set System Auto Reminders per stage by choosing specific days (e.g., 1, 2, 4, 6 days after a lead enters a stage)
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Automated Reminder Settings
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Select specific days (e.g., 1, 2, 5, 8) to trigger automatic reminders
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Ensures timely follow-ups and helps prevent losing leads
✅ Benefits of This Section #
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Tailor sales processes to the type of service or team workflow
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Boost organization, clarity, and follow-through in sales
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Enhance team performance through smart reminders
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Analyze stages to identify bottlenecks and improvement areas
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High flexibility to adapt to each clinic’s or market’s unique needs
🔐 Security & Access Notes #
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Only users with the Sales Manager role or higher have access
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Changes to pipelines are applied instantly across the team, so coordination is essential
🧠 Tip: Use simple, clear, and standard names for sales stages to ensure all users understand them and avoid confusion 💡
