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How to Set Up a Sales Pipeline in Flowlu

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In this video, we’ll show you how to set up and manage a sales pipeline in Flowlu—step by step. You’ll learn how to create pipelines, customize the stages, and organize opportunities so you can keep track of your deals more efficiently. We’ll also walk you through tips for filtering, sorting, and automating your workflow to save time and stay on top of everything.
By the end, you’ll have a clear understanding of how to use Flowlu’s sales pipeline to fit your team’s process and keep things running smoothly. If you have any questions, drop them in the comments!

⏰ Timestamps:

0:00 - Introduction
0:18 - What is a Sales Pipeline?
0:33 - How to Create a New Pipeline
1:38 - Managing Your Sales Pipeline on the Board
1:58 - Tracking Sales Activities
2:06 - Using List Views Effectively
3:05 - Automating Your Sales Process
3:24 - Conclusion

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