PipelineAI CRM Workflows
Lead routing and stage automations in PipelineAI CRM
Get every new enquiry to the right person with the right follow-up, automatically.
6 min read
- 1
Define your stages
Keep it to five or fewer — New, Qualified, Quoted, Won, Lost works for most businesses.
- 2
Add custom fields
Capture the two or three things that actually decide a deal: job type, site postcode, budget.
- 3
Route new leads
Assign by round robin, by territory, or by the tool the lead came from.
- 4
Automate the stage
Moving a deal to Quoted can generate a quote; moving to Won can dispatch a delivery.
- 5
Revive stale deals
Deals with no activity for your chosen window surface in a revival queue with a suggested follow-up.
Try the tools in this guide
PipelineAI CRM
Inbound lead intake, automated deal stages, and customer activity tracking.