Organize Your Sales Pipeline with Ease in MonAlisa CRM

Organizing your sales pipeline might sound a bit daunting—but think of it as setting up a clean, efficient workspace. When everything has its place, leads don’t get lost, follow-ups happen on time, and deals close faster. Ready to bring clarity to your sales process? Let’s dive in together! 💼

📑 TABLE OF CONTENTS

• Create a Sales Pipeline

• Import Contacts as Opportunities

• Manually Create an Opportunity

Create a Sales Pipeline

Setting up a sales pipeline in MonAlisa CRM is simple and sets the stage for a streamlined sales journey. Here’s how to get started:

1. Navigate to Opportunities from the main menu.

2. Click Pipelines.

3. Select Create New Pipeline
   

   

4. Fill in your pipeline details — give it a name, define the stages, and click Save.
   

   

   
   
   

Consider customizing your pipeline stages to match your sales process. Some examples might include:

• New Lead

• Hot Lead

• Booked Call

• No Show

• Delayed

• Closed

• Non-responsive

🧭 Want more guidance?

• Step-by-Step Guide: Creating Pipelines

• Understanding Pipelines
  
  

Once your pipeline is set up, you’re ready to start adding leads!

Import Contacts as Opportunities

If you’ve collected contacts from events, spreadsheets, or other platforms, you can easily import them into MonAlisa CRM and convert them into opportunities.

1. Go to Opportunities.

2. Click Import.
   

   

   
   

3. Choose Opportunities, then click Next.

4. Upload your CSV file.
   

   

5. Click Next.
   

   

   
   
   
   

6. Match your file’s columns to the appropriate MonAlisa CRM Opportunity fields.
   

7. Click Next.
   
   
   
   

   

8. Review everything and click Start Bulk Import. 🎉
   
   
   
   

Need more help?

📘 Visit: https://www.monalisa.agency/home614517 for our guide on importing contacts via CSV.

    Create an Opportunity Manually

Sometimes, opportunities arrive one by one—like a referral or a surprise inquiry. Adding them manually gives you complete control and takes just a few seconds.

1. Head over to Opportunities.

1. Click Add opportunity.
   

   

2. Select an existing contact or enter details for a new contact.
   
   
   

3.  Fill in the opportunity details, such as:

4. Click Create. ✔️
   
   
   
   

🔎 Looking for a step-by-step walkthrough?

• Step-by-Step Guide: Creating Opportunities

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Ready to go further? Explore more MonAlisa CRM features to power up your sales workflow and close more deals, more efficiently.

Need a hand?
💬 Visit our support center: https://www.monalisa.agency/home614517
🔐 Or log in directly: https://www.monalisa.agency/home614517

We’re here to help every step of the way 💜