Ask how you are doing
How is my pipeline? Give me how many opportunities there are per stage and what each is worth.
Which opportunities are stuck?Brein computes the numbers, not the assistant by hand. Stuck is an open opportunity with no activity in 14 days.
What is going on with the company Acme? What is next?
Tell it what happened
We had a meeting with Acme yesterday; move it to “Meeting” and note that they asked for a proposal.The assistant shows you the change before and after, and waits for your yes. If you lost an opportunity, it offers a reason (Price, Not the time, Competition, No answer, Does not qualify, Other). You can skip it.
Create opportunities and pipelines
Create an opportunity in “Gobierno” for Acme, product Enterprise, 120 thousand pesos.Also with a yes. Creating a new pipeline with your stages does not need one:
Create a pipeline “Distribuidores” with the stages Contact, Demo, Proposal, Close.
Move many at once
Move to “Contacted” everyone in the List “Alimentos NL” who already has an email.First it counts how many and what will happen. Up to 50 contacts or companies, filing them in a pipeline or archiving them it does alone. With more than 50, or if a stage changes, it asks for your yes. If the group changed while you were deciding, it proposes again.
What Brein looks after
- A contact is a Customer only when they take part in a won opportunity. It is not marked by hand.
- Deleting an opportunity deletes its history. To stop seeing it, archive it or mark it lost.
- Whoever filled a Form or you imported shows in your contacts with their Origin, so you know where they came from.