The New pipeline wizard, step by step

Bamya CRM follows each deal through a pipeline template: the stages it moves through, and the tasks and messages each stage holds. Writing that from a blank page is where starting a CRM gets hard. The New pipeline wizard does most of it with you. You describe your business and name your stages, AI suggests the work of each stage, and your part is to review it.

How it works

• On About your business, write what you sell, to whom and what sets you apart. Pasting from your website is fine. Under the box, choose the Language of the tasks and messages, English or Bulgarian.
• On Pipeline stages, the wizard starts you with three: Discovery, Proposal and Onboarding. Rename them, drag them into another order, remove one with its bin, or press Add a stage. The first bubble is the Name of this pipeline template.
• Press Create tasks with AI. Each stage shows the AI writing, then a tick. It takes up to a minute, and you can leave the page while it works.
• Open a stage to see its tasks, one to four of them. Rename, reorder or remove them, or press Add a task. The envelope beside a task opens its draft e-mail.
• When it looks right, press Save and continue.

What you get

A pipeline template, saved as your default so that new deals start from it. Each task is due a set number of days after the deal enters its stage, and a task's draft e-mail fills in the customer's first name and company for each deal.

To use it, open a person's card in the CRM, or their company's, go to the CRM & Deals tab and press Start a new deal. The first stage begins at once, with its tasks.

None of this is fixed. Pipeline and product templates, in Manage CRM (the gear on any CRM page), changes the stages, the tasks and their days whenever you like.

Good to know

An administrator runs the wizard the first time the CRM is opened. Until then, other members see a page saying the CRM is not set up yet, with the names of the administrators to ask. Skip wizard, on every screen, opens the CRM without it.

If you would rather write the tasks yourself, press Write the tasks myself instead of the AI button. You can also run the wizard again later from Menu > Wizards, where it is called CRM pipeline wizard. It makes another template and keeps the earlier one.