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How to Manage Your Lead Pipeline and Fix Common Errors

Hey there! If you’re looking to improve your lead pipeline management and fix some common errors, you’ve come to the right place. In this guide, we’ll walk you through some simple steps to help you keep your pipeline running smoothly. We’ll cover how to update or create opportunities, handle errors, and set up trigger filters. Let’s dive in!

Step 1: Check TH Status and Update or Create Opportunities

First things first, you need to make sure your TH Status is not set to “NOT STARTED” or “EMPTY STATUS.” If it is, you’ll want to update or create an opportunity in the Nurture Lead Pipeline Stage and set the status to “lost.” This will help you keep track of leads that need attention and prevent them from slipping through the cracks.

Step 2: Handle Update or Create Opportunity Errors

Errors can happen, but it’s important to address them quickly to keep your pipeline running smoothly. If you encounter an “Update or Create Opportunity Error” that’s stuck for 10 minutes or more, you’ll want to move it to the Nurture Lead Pipeline Stage and set the status to “lost.” This will help you identify and address any issues that may be causing the error.

Step 3: Set Up Trigger Filters for Error Automations

Now that you’ve got your opportunities and errors sorted, it’s time to set up some trigger filters to help you manage your pipeline more efficiently. You’ll want to update the trigger filters on your Production – Error Automations pipeline to include the Survey Cross Sell and Pipeline Stage QA AI. This will help you catch any potential issues before they become bigger problems and ensure your pipeline stays on track.

Wrapping Up

And there you have it! By following these simple steps, you’ll be well on your way to managing your lead pipeline more effectively and fixing common errors. Remember, the key is to stay organized, address issues quickly, and set up trigger filters to help you stay on top of everything. Good luck, and happy pipeline managing!