

You can do something similar with tickets. The multiple deals/pipelines also help with segmenting your contacts when emailing, especially with CTAs getting them to the next step. Having multiple pipelines and deal stages help us keep tight records of each prospective student and/or how they move through the buying process. The deal stages are Future Start/Enrolled, Registred for all first semester classes, then Show (won-closed) or Non-Participant (enrolled, was registered for classes yet never contacted us or attended classes) which is (closed-lost) Once the prospective student is enrolled, they move to Future Start/Enrolled. They are moved to deal stage Accepted-Declined (closed-lost) if they chose to not attend our University after being accepted. The Enrollment deal stages are Admit/Accept to start, moves to Enrolled (closed-won) when they choose to attend our University, pays the deposit, and fills out an agreement. If the deal stage becomes Accepted/Admitted, we have an automated deal workflow to create an Enrollment deal. Once they are Accepted/Admitted, we change the Admissions deal stage to Accepted (won-closed) or Application Denied (closed-lost) if they did not meet the criteria to attend our University.
:max_bytes(150000):strip_icc()/back-up-or-move-safari-bookmarks-to-new-mac-2260891-416fe64cc0e247cb8c57381d84f78280.png)
We have 4 pipelines: Admissions, Enrollment, Future-start, Active.Įach one of these pipelines changes HubSpot teams to help advise them and move them into the next stage, and we create a new deal for each pipeline.Īdmissions: Contacted Prospective Student, Applied to University, Admittance Accepted into University. To give an exact (SUPER LONG) example to visualize how this could work for you guys: Actually use amazing response every day to help with our sales pipeline.
