Basics of Vision Pipeline – Pipeline Shortcuts
Hands down, the most powerful part of Vision Pipeline is, well, the Pipeline. In fact, I love it! And so do a lot of users. The Pipeline allows you to leave the future alone and think only in the moment.
Imagine all the stress of the massive load tomorrow, vanished, obliterated, obscured by a light gray text. Instead, just think about right now…well, and the 2 phone calls your naughty self didn’t do yesterday like you were supposed to.
No worries! Vision Pipeline is truly your assistant when it comes to cleaning up your work load. Here are a few shortcuts to make managing your Pipeline faster and easier.
Filters
Filters help you sift and sort to find Contacts based on there “status” within Vision. The descriptions are self-explanatory but they don’t do a lick of good unless you use things like the Star. So, come up with a simple method of ranking contacts for your business. For example, a Star may mean a Hot Prospect. That makes it easy to quickly find all your Hot Prospects.
Tag Cloud
I love Tags! They make life so much easier. Think of Tags like labels, categories, or divisions. But better. Each contact can have multiple Tags. I usually Tag each contact like this:
1. Where/How I met them (ie. Starbucks, Networking, Referral)
2. What major business sector (ie. Finance, Media, Marketing)
3. Something unique I learned (ie. Married, Golfer, Art Lover)
The Tag Cloud displays all your Tags. Just click on a Tag in the Pipeline View to quickly filter your list to just those Contacts!
Multi-select
Once you’ve filtered down and found the list you want to work with, you’ve got to DO something. You can take action on contacts/activities in the Pipeline individually or as a group. Look at the right side of the Pipeline for the action buttons and checkbox.
Bump
Ever get behind? I do! Problem with most CRM tools is when you get behind, it’s too much work to catch up. So you don’t. Then you never use the system again! Not with Vision. Multi-Bump is one of the most handy tools. Just select a group of Contacts, click Bump Dates in the Action Menu then choose the day. All your past due work will be moved to a future day so you can breath a little easier.
Export
Sometimes you need to take your Contacts somewhere else. Maybe you’re running an email marketing campaign, mailing a postcard, or just want to backup your information. Export helps you do all of the above in just a couple clicks. Once again, build your list using Tags and Filters. Next click Export Current List on the left menu. Then choose your Export Type. Your Contacts will be downloaded to your computer as a .CSV file which can be opened in any spreadsheet program.
Some of these screenshots will be changing since we are working behind the scenes to update the user experience to be smoother and more enjoyable. Keep an eye out!
Mark Gibbons 8:22 pm on May 16, 2012 Permalink |
I love it! Quick question, how do you delete contacts, I wanted to resort them by state and re-upload them. Or is their a way once contacts are loaded to sort by state? I a telephone pro..I’ll be calling and noting, no more pen and paper, woo hoo..
Robert Schneider 3:12 am on May 17, 2012 Permalink |
Delete contacts by selecting the checkbox on the right and use the action menu on the left for multiple. Or delete manually from the contact profile — bottom left. If you imported them, you can Undo the import under Customize > Import. Though I’m not sure how re-importing them will help since the contact list is always sorted alphabetically.
Sorting by state, no but we’re looking to add state to the search bar. If state is an important method of organizing, you COULD create a Tag for each state, then a quick click filters the list.
Mark Gibbons 6:34 pm on May 17, 2012 Permalink
Thanks, I deleted undid the import, and imported only AZ leads for starters. Tagged them all AZ, no I can search by State as I upload, so I can be considerate of timezones.
Now trying to figure out how to use with my gmail? Do I need an email client? or IE, Firefox, Chrome, is there a recommended browser for email for gmail?
Robert Schneider 8:09 pm on May 17, 2012 Permalink |
Are you referring to Email Sync with your vision account? You can do it with just a Gmail account. Browser doesn’t matter.