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Pipeline Guidance

Pipeline Guidance is your AI-powered deal assistant. It automatically highlights what needs your focus, suggests actions to move opportunities forward, and helps you take immediate action through one-click options. These options include drafting emails and SMS messages, moving opportunities to the correct status column, and launching the dialer to call leads right away.

Note: This feature is available on the following plans: Growth, Scale, Professional, Business, Enterprise. There is no additional AI charge at this time.

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Pipeline Guidance helps you quickly work through your Opportunity Pipeline in two ways:

1. Flagging Opportunities that need attention
2. Providing AI-powered suggested actions to help move flagged opportunities forward toward closing or clean up your pipeline if the deal is clearly lost.

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Focusing On Opportunities That Need Attention

There’s a new toggle at the top of the Opportunity Pipeline that says “Needs attention.” Enable this to show only deals that have been flagged as needing attention.

The following criteria cause an opportunity to be flagged as “Needs attention”:

1. The opportunity is past its estimated close date
2. The opportunity has been in its current pipeline status for longer than is typical for that status
3. The opportunity has had recent communication from the lead that has gone unanswered by your team

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Suggested Actions

Opportunity cards that need attention use AI to suggest the appropriate next action based on recent activity associated with that lead, such as meetings, calls, and emails.

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Suggested actions are our system’s best guess at what you should do next. You may not agree at times! If you do not wish to follow or no longer wish to see a given suggested action, you can click “Dismiss” to hide that suggestion for that opportunity.

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Example situations and suggested actions:

1. If a rep has been emailing a lead with no response, the suggested action might be to try calling the lead instead. Clicking “Follow Up” in this case would dial the lead.
2. If the lead said they would check back in after a few days and hasn’t emailed back, the suggested action might be to email them. Clicking “Follow Up” in this case would open a draft of an email that’s already written and ready to send or tweak.
3. If an opportunity is clearly lost based on recent communication from a contact on the lead, clicking “Change Status” would quickly move the Opportunity to the Lost status.

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You will also see suggested actions in other places where opportunities appear, such as Inbox Reminders and the Lead page.

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Get Closing!

Pipeline Guidance streamlines your sales process by intelligently identifying opportunities that need attention and providing actionable, AI-powered suggestions. By automating the identification of at-risk deals and offering one-click solutions, this feature helps you stay focused on what matters most: closing deals and maintaining a clean, efficient pipeline.

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