Pipelines
This section covers how to set up and manage your pipelines, from understanding the pipeline overview and customizing outreach to configuring and managing pipeline settings.
6 articles
- đ SalesRevv Training: Using Pipeline TemplatesLearn how to use SalesRevv pipeline templates, including outreach levels, previews, settings like Daily Task Limit and Allow Re-entry, filters and editing template steps.
- đ SalesRevv Training: Pipeline OverviewLearn what pipelines are, how they differ from workflows, how to read the Pipelines page, and how to review a pipeline's steps, conditions, clients and conversion results.
- đ SalesRevv Training: Duplicating & Customizing an Existing PipelineLearn how to duplicate an existing brand or location pipeline in SalesRevv and customize its steps, actions, messaging and filters without starting from scratch.
- đ SalesRevv Training: Building a Pipeline from ScratchLearn how to build a fully custom pipeline in SalesRevv, including filters, previews, Close to New Clients, Move All Clients, task types and multi-action steps.
- đ SalesRevv Training: Editing Messaging & Steps in Brand PipelinesLearn how to edit the messaging in a brand-level pipeline in SalesRevv, turn steps on or off, use variables, check segments, preview who qualifies and reset steps to default.
- đ SalesRevv Training: Pipeline SettingsPipelines control AI outreach flow, with key settings in the âDanger Zone.â