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Start from an industry pipeline template

Ready-made stages, call outcomes, custom fields and an opening script for your kind of business. Apply one in a click, apply another later, and nothing you already have is deleted.

4 dkWebSahip / yönetici

Başlamadan önce

Owner or admin access to Setup
A rough idea of the steps a lead goes through in your business

A woman arranging colourful sticky notes on a wall

1
What you get at sign-up
The Industry you choose when you sign up decides your starting stages and call outcomes. Custom fields and scripts are not added at sign-up; they come with a template you apply yourself. You can change the industry later in Settings → Organization, which changes the template marked as recommended but does not alter your pipeline.
2
Open the templates
Setup → Pipeline → Start from a template. Each template shows how many stages, outcomes, fields and scripts it holds, and the one for your industry is marked “Recommended for your industry”. Templates are maintained by LumaKol, and the list grows as more are published.
- Finance & lending — loan pipeline: enquiry to eligibility, documents, sanction and disbursal, with loan type, amount, income and employment fields
- Healthcare — patient enquiries: enquiry to appointment, visit and treatment, with department, preferred doctor and appointment date
- Automotive — dealership sales: enquiry to test drive, quote and finance, and booking, with model, budget, exchange car and purchase timing
- Travel & hospitality — trip bookings: enquiry to itinerary, quote, negotiation and booking, with destination, dates, travellers and budget
- IT services & B2B — deal pipeline: discovery call, demo, proposal and negotiation, with company size, service of interest, deal size and decision date
- E-commerce & retail — order follow-up: contact, interest, payment link and order, with product, order value and where the lead came from
3
Choose what to bring in
Four switches decide which parts of the template are applied: Pipeline stages, Call outcomes, Custom fields and Call scripts. Leave a part off if you have already shaped it the way you like. Then press Use this and confirm with Apply template.
4
What applying changes
Applying a template adds; it never removes. Your leads stay where they are, so you can apply one on a busy workspace.
- Stages with the same key are updated to the template’s name, colour, chance to win and order; new stages are added; your other stages stay, after the template’s
- Outcomes, custom fields and scripts are added only when they do not exist yet — your own are left exactly as they are
Does a stage with the same key already exist?
Updated
name, colour, chance to win and order from the template
Added
your other stages stay, after the template’s
Nothing of yours is deleted, so leads keep their stage
5
Switching to another template
Apply a different template at any time and it is layered on top of what you have. Then tidy up on the Pipeline and Call outcomes pages: rename, reorder or remove the stages and outcomes you do not need. A stage that still holds leads keeps them until you move them.
İpucu: After applying, read through Setup → Call outcomes and set the follow-up delay on each one — that is what makes the app book the next call by itself.

Sonunda elinizde olanlar

A pipeline that speaks your industry’s language from day one
Outcomes, fields and an opening script you can edit freely
The freedom to apply another template later without losing anything

Sık sorulan sorular

Can I have more than one pipeline?+

No. Each workspace has one pipeline. Use sources and tags to tell different kinds of leads apart within it.

My industry has no template.+

Start from the one closest to your sales process, or build your own stages under Setup → Pipeline. The guide “Set up your pipeline, call outcomes and fields” walks through it.

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