Getting Started - Setup Pipelines and Opportunities

TABLE OF CONTENTS

Still have questions? Contact [email protected]

Create Sales Pipeline

Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started:

  1. Navigate to Opportunities.

  2. Click Pipelines.

  3. Click Create New Pipeline.

  1. Fill in the details (name, stages, etc.) and click Save.

Consider customizing your pipeline stages to match your team's workflow, such as:

  • New Lead

  • Hot Lead

  • Booked Call

  • No Show

  • Delayed

  • Closed

  • Non-responsive

Next, you can import your existing contacts to fill your pipeline.

Import Contacts as Opportunities

Got a list of contacts from an event or another platform? Great news—you can easily import them straight into your sales pipeline and turn those leads into opportunities with just a few clicks:

  1. Navigate to Opportunities.

  2. Click Import

  1. Select Opportunities.

  2. Click Next.

  1. Upload your file.

  2. Click Next

  1. Map file columns to Opportunity fields.

  2. Click Next.

  1. Verify all information and click Start Bulk Import.

Next, Next, you might want to manually add opportunities to fine-tune your pipeline.

Create Opportunity Manually

Sometimes, opportunities come in one by one, and adding them manually gives you precise control. Plus, it's quick and intuitive! Here’s how you do it:

  1. Navigate to Opportunities.

  2. Click Add opportunity.

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

  4. Fill in the Opportunity details (pipeline name, stage, value, etc.).

  5. Click Create.

Create Opportunity by Automation

Automating opportunity creation keeps your pipeline tidy without the extra clicks. Below is a quick-start example that fires whenever someone submits a form—followed by a note on other triggers you can swap in.

  1. Open Workflows

    • Go to Automation → Workflows in the left menu.

  1. Start a New Workflow

    1. Click + Create Workflow → Start from Scratch (or pick a template you want to use).

  2. Add a Trigger – Form Submitted

    1. Click + Add New Trigger and choose Form Submitted.

    2. Select the specific form that captures your lead info.

    3. Hit Save Trigger.

  3. Add an Action – Create/Update Opportunity

    1. Click + (Add action button) below the trigger, choose Opportunity → Create/Update Opportunity.

    2. Pick the Pipeline and Stage you want new form leads to appear in.

    3. Set Status to Open (or another status), enter a Value if known, and toggle Allow Opportunity to Move if you want the record to update when re-entered later.

    4. Click Save Action

  1. Save & Publish

Toggle the Draft → Publish button (top-right). Every future form submission now drops straight into the chosen pipeline stage—hands-free.

Other Common Triggers & Quick Use Cases

Note: The action Create/Update Opportunity stays the same across workflows; only the trigger changes. Pick the trigger that best matches how (and when) a lead should appear in your pipeline.

Getting Started - Setup Pipelines and Opportunities

TABLE OF CONTENTS

Still have questions? Contact [email protected]

Create Sales Pipeline

Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started:

  1. Navigate to Opportunities.

  2. Click Pipelines.

  3. Click Create New Pipeline.

  1. Fill in the details (name, stages, etc.) and click Save.

Consider customizing your pipeline stages to match your team's workflow, such as:

  • New Lead

  • Hot Lead

  • Booked Call

  • No Show

  • Delayed

  • Closed

  • Non-responsive

Next, you can import your existing contacts to fill your pipeline.

Import Contacts as Opportunities

Got a list of contacts from an event or another platform? Great news—you can easily import them straight into your sales pipeline and turn those leads into opportunities with just a few clicks:

  1. Navigate to Opportunities.

  2. Click Import

  1. Select Opportunities.

  2. Click Next.

  1. Upload your file.

  2. Click Next

  1. Map file columns to Opportunity fields.

  2. Click Next.

  1. Verify all information and click Start Bulk Import.

Next, Next, you might want to manually add opportunities to fine-tune your pipeline.

Create Opportunity Manually

Sometimes, opportunities come in one by one, and adding them manually gives you precise control. Plus, it's quick and intuitive! Here’s how you do it:

  1. Navigate to Opportunities.

  2. Click Add opportunity.

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

  4. Fill in the Opportunity details (pipeline name, stage, value, etc.).

  5. Click Create.

Create Opportunity by Automation

Automating opportunity creation keeps your pipeline tidy without the extra clicks. Below is a quick-start example that fires whenever someone submits a form—followed by a note on other triggers you can swap in.

  1. Open Workflows

    • Go to Automation → Workflows in the left menu.

  1. Start a New Workflow

    1. Click + Create Workflow → Start from Scratch (or pick a template you want to use).

  2. Add a Trigger – Form Submitted

    1. Click + Add New Trigger and choose Form Submitted.

    2. Select the specific form that captures your lead info.

    3. Hit Save Trigger.

  3. Add an Action – Create/Update Opportunity

    1. Click + (Add action button) below the trigger, choose Opportunity → Create/Update Opportunity.

    2. Pick the Pipeline and Stage you want new form leads to appear in.

    3. Set Status to Open (or another status), enter a Value if known, and toggle Allow Opportunity to Move if you want the record to update when re-entered later.

    4. Click Save Action

  1. Save & Publish

Toggle the Draft → Publish button (top-right). Every future form submission now drops straight into the chosen pipeline stage—hands-free.

Other Common Triggers & Quick Use Cases

Note: The action Create/Update Opportunity stays the same across workflows; only the trigger changes. Pick the trigger that best matches how (and when) a lead should appear in your pipeline.

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Ready to Transform Your Wellness Business?

Join hundreds of wellness leaders who are nurturing their retreat businesses with our gentle yet powerful platform

The complete platform for wellness entrepreneurs to design, grow, and run their business with purpose.

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Copyright © 2025. Book Wellness Retreats LLC, All rights reserved