Kizen Pipelines makes it easy to track and measure sales opportunities, client projects, and other internal funnels with fully-customizable pipelines.

You can create a variety of Pipelines:

  • Sales Pipelines

  • Project Management Pipelines

  • Customer Support Pipelines

Creating a Pipeline

Step 1: To create a Pipeline, click Platform.

Step 2: Click Pipelines from the drop-down menu.

By default, you have a Pipeline called "Sales Pipeline" already created that you can use or edit.

Step 3: To edit or create a new Pipeline, click Edit Pipelines.

Step 4: Click Create New Pipeline to create a Pipeline from scratch or select the Pipeline you want to edit from the drop-down menu.

Step 5: Name your Pipeline and edit your Pipeline settings.

Set Up Pipeline Stages:

Here's where you can customize your Pipeline to suit your needs, whether you want a sales pipeline, a project-based pipeline, a customer service pipeline, etc.

Each Pipeline can have any number of Stages. For Sales Pipelines, you can add Won and Lost Stages, as well as a list of Reasons Lost.

Your default Sales Pipeline includes the following Stages:

  • Meeting Scheduled

  • Qualified to Buy

  • Presentation Scheduled

  • Contact Sent

  • Won

  • Lost

To add a stage, click Add Stage. Name the stage.

If you'd like to associate a percentage of the deal amount with each stage to better visualize the sales cycle, you can set that using the dropdown.

Drag and drop to re-order stages, and click the delete icon to delete stages.

Set Up Reasons Lost:

You can also add Reasons Lost to keep your sales process organized and to inform your team of valuable data.

Your default Sales Pipeline includes the following Reasons Lost:

  • Chose a Competitor

  • No Longer Has Need for Product/Service

  • Too Expensive

  • Product/Service Did Not Have Needed Capabilities

To add a Reason, click Add Reason Lost. Name the reason.

Drag and drop to re-order reasons, and click the delete icon to delete.

Choose if you want to associate Deals with monetary value by toggling Disable Deal Amount Field on or off.

Click Save to save your Pipeline.

Adding Deals

On each Pipeline, you can add Deals. Deals can be sales opportunities, projects, or clients.

To add a Deal, click Add Deal from the Pipelines page.

Set your Deal settings:

  • Name your Deal. Depending on the type of pipeline you've created, your deal can reflect a lead, project, or client.

  • Choose the Pipeline you'd like your deal added to.

  • Choose the Stage in which the deal is at.

  • If applicable, enter the full value of the deal, if won.

  • Enter the close or due date.

  • Select an owner of the deal from your list of Team Members.

  • Click Save.

From here, we highly recommend associating your Deal with Contacts and Companies (if applicable) for the highest data integrity.

To do so, click the name of the Deal to open. Start typing the name of the Contact or Company and select the appropriate one (make sure to have added the Contacts and/or Companies before this). Click Save.

The hierarchy of association within Kizen goes Contact -> Company -> Deal. This means that any engagements with Contacts and Companies associated with that Deal will show up on the Deal.

If a Contact switches companies to another company within your account, you can edit the association of that contact and your Deal will remain associated with the original company.

Using Pipelines and Deals

To toggle between your Pipelines, click the down arrow and select your Pipeline.

You can view the Deals within your Pipeline via a Board view, which allows for easy dragging and dropping of your deals through the various stages of your pipeline.

You can also view your Pipelines via a Table view, for a different snapshot of your deals and their stages.

Updating Deals On A Pipeline

To update a Deal, you can drag-and-drop across stages on the Board view of your Pipeline.

If you drag it into the Lost column, a pop-up will ask you why it was lost. Select the reason from the drop-down menu, and click Save.

You can also enter this information within the deal. To edit a deal, click on the name of the deal to open. Here, you can edit any aspect of the deal, including the stage.

Deals will show you all the communication you've had with the Contacts associated with that deal, so you can see the entire sales cycle at a glance.

To further ensure you organize your sales data, you can log activities directly from Deals, whether it be a sales call, presentation, site visit, etc.

Filtering Pipelines and Deals

To filter the Deals you see on a particular Pipeline, click the magnifying glass next to the Pipeline name.

You can view Deals based on:

  • A specific search

  • Current Deal Status of Open, Won, or Lost

  • Deal Owner

  • Current Deal Stage

  • Deal Close Date

To filter the activity you see on a Deal, open up the Deal.

Use the various filters above the timeline to see specific Team Member actions, specific Activities that took place, or actions within a certain timeframe by clicking the drop-down area and selecting the appropriate filters.

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