An opportunity is a potential deal or booking tied to a contact. A pipeline is the set of stages an opportunity moves through from start to finish. Together they give you a visual board of where every lead stands.
Why pipelines matter
- Visibility: see where every opportunity stands at a glance.
- Consistency: standardize how leads move through your process.
- Efficiency: automate follow-ups and tasks based on stage changes.
- Performance: track conversion rates and spot bottlenecks.
Access pipelines
Go to Opportunities → Pipelines. The list view shows each pipeline, its number of stages, and the last update.
Example pipeline for a CPR business
- New Inquiry – form, call, or chat came in.
- Class Selected – the right course/date is identified.
- Appointment Scheduled – booked on the calendar.
- Payment Collected – deposit or full payment received.
- Completed – class delivered (Won), or Lost.
Tip: keep stages action-oriented and define a clear rule for moving forward (for example, move to "Appointment Scheduled" only once a calendar booking is confirmed).
Need help? Contact ResQEngage Tech Support at 844-205-4276.