Your Weddings Pipeline has 10 different pipeline stages. It's important to understand what each stage means. New Leads - People who requested your pricing pamphlet and have not responded Hot Leads - People that respond to the initial automated campaign Not Yet Ready- People who have responded to the...
If You Have NOT Been in Communication With the Contact: If you have not had communication with the client since the tour, search the clients name in your email to find the Tour Outcome Survey email that we sent you one hour after the tour. Submit the form per usual.Here is what the email should look ...
When you’re trying to search for a contact in the opportunities tab and you can’t seem to find them, you can try to do the following options: Type the name of the contact in the SEARCH BOX. If you have other pipelines other than weddings, you can click the DROPDOWN arrow and select the correct pipe...
On your Opportunities tab, you will see a dollar amount assigned to every single opportunity (potential client). When initially onboarding, you gave the Hitched team an average venue rental cost for a wedding. Each inquiry has that specific dollar amount associated with them - as that is the value a...
When you are on the opportunities tab, you may see the words like lost, won, open and abandoned and wonder what they may mean. Open: Clients that are still in the automated campaigns and have not made a clear decision to either book or not bookWon: Clients that have officially booked with your venue...
In your Opportunities tab, you may see that we use the wording "Booked" and "Won."These words essentially mean the same thing, but they do different things for the system. Whenever a booking is reported correctly, it should automatically mark them as won - not the other way around. Booked "Booked...