See Every Lead’s Journey with Visual Pipelines

How many steps are there before they become a customer?

What’s your follow-up process?

If you’re managing leads through emails, spreadsheets, or memory, chances are you’re missing opportunities.

The Pipelines feature in the Infinity3 Platform helps you track every prospect from first contact to conversion — giving you visibility and control over your entire sales or service process.

What Is a Pipeline?

A Pipeline is a visual board that shows where every lead or client is in your process.

Each stage represents a step — for example:

• New Enquiry
• Contacted
• Discovery Call Booked
• Proposal Sent
• Won (or Lost)

You can drag-and-drop contacts between stages, automate tasks based on stage changes, and see your active deals at a glance.

Why Use Pipelines?

✅ Organise your leads and enquiries
✅ Know exactly who needs following up
✅ Forecast your potential income
✅ Improve your conversion rate
✅ Automate actions at each stage
✅ Spot bottlenecks or drop-offs

Even if you don’t think of yourself as “doing sales,” if you’re working with clients — you have a pipeline.

Setting Up Your Pipeline

1. Go to Opportunities → Pipelines

Click + New Pipeline and name it something relevant (e.g. “Client Journey”, “Leads”, “Sales”, “Website Projects”).

2. Add Your Stages

Create clear stages that reflect your actual process. Keep it simple — aim for 4–7 stages max to start.

Example:

• New Lead
• Contact Made
• Appointment Booked
• Quoted
• Won / Lost

3. Connect Automations (Optional)

You can trigger automations when someone moves to a new stage — for example:

• Send a thank you email after booking
• Notify a team member
• Start a quote reminder sequence
• Remove from previous campaign

4. Start Using It

When a new contact is added, assign them to the relevant pipeline and stage. You can move them manually or automate it via forms, tags, bookings, etc.

Real-World Examples

✅ A driving school tracks new student enquiries, booked intro lessons, paid packages, and passed tests
✅ A web design agency tracks leads from discovery call to proposal to signed contract
✅ A coach tracks people through lead magnet download → booked consult → signed client
✅ A local tradesperson tracks job enquiries from quote to completed work

Tips for Effective Pipelines

• Review your pipeline daily or weekly
• Follow up on stuck leads — no one likes being forgotten
• Use colour-coded labels or tags to spot hot leads
• Only use one pipeline per process (e.g. sales vs onboarding)
• Archive old/lost leads for clean reporting

Wrapping Up

Pipelines help you move from reactive to proactive. You’ll always know who’s interested, what they need next, and how close they are to converting.

Instead of juggling sticky notes, emails and spreadsheets, you’ll have a clear, visual overview of your entire business funnel — and more confidence in your next steps.