Using Activity Sets within a Pipeline
Based on these facts:
- An Activity Set can contain Tasks or Events.
- A Pipeline can contain multiple Activity Sets.
- A Pipeline can be assigned to Opportunities, Projects or both.
I set up a Sales Pipeline that contains 5 separate Activity Sets. In each of the Activity Sets, there are tasks that have to be completed before the next Activity Set can begin.
I then assign this pipeline to an Opportunity - and Insightly creates a set of tasks.
I always know exactly where I am with each client throughout the sales process.