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What is the meaning of a prospect, stage or action within a pipeline?
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At a base level, pipelines consist of three main components: Prospects, Stages, and Tasks / Actions.
  • Prospects are simply the people or organizations that are being managed. 
    • Prospects can be added or removed from a pipeline and will hold details about the person/organization and their progress through the pipeline.
  • Stages are logical steps that a Prospect follows along.  
    • For example, a Fundraising pipeline will have several Stages that go from Added, through communication steps, all the way to Closed or Declined.
  • Within each Stage, there is a series of Tasks / Actions that define exactly what steps are (manually or automatically) followed to determine what happens with a Prospect. 
    • For example, the Tasks / Actions within a Stage may send an email to the Prospect, and then wait for the Prospect to interact with the email to progress to another Stage.
  • Please note that all of these components are configurable. 
   

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