Pipeline setup guide

FirstQuadrant autonomously creates deals and assigns them to pipelines and stages based on predefined settings. To ensure deals are correctly categorized and managed, users must set up pipelines that align with their sales strategy and describe each pipeline and stage appropriately.

Setting up pipelines

Navigate to pipeline settings

1. Go to Settings > Workspace > Pipelines
2. A default pipeline is already set up.

Create a new pipeline

1. Click on the ”+ New Pipeline” button in the top-right corner.
2. Enter a descriptive name and a detailed description.

Example: If your business caters to both apartment landlords and renters, create a pipeline named “Apartment Landlords” and describe the type of prospects and deals that belong to this pipeline. This helps FirstQuadrant correctly assign incoming leads.

Define default deal value

1. Set a default deal value (applied when no other information about deal value is available).
2. Configure how the deal value should be calculated dynamically.

Example: Number of seats × Value per seat. This allows FirstQuadrant to update the deal value as more information is gathered during sales conversations.

Editing existing pipelines

1. Click on any pipeline.
2. Select “Settings” in the top-right corner.
3. Modify the pipeline’s name, description, or default deal value as needed.

Creating pipeline stages

Add a new stage

1. Click on the top-right “Add Stage” button.
2. Provide a descriptive name.

Define stage details

1. Enter a detailed description explaining when deals should enter this stage.
2. Set a stage goal describing the criteria for advancing to the next stage.
3. Optionally, add a custom goal URL scheduling link to automate specific actions at this stage.

By following these steps, you can ensure that FirstQuadrant optimally assigns and manages deals, streamlining your sales workflow efficiently.