Post-sales
What it is for
The Post-sales pipeline accompanies won customers after closing: their onboarding, follow-up, additional sales and retention (or their loss).
How to get there
Sidebar → Sales → Pipelines → Post-sales tab ·
app.growtek.io/en/pipelines/postsales
The screen in detail
A board with six stages: Onboarding, Active, Follow-up, Upsell, Retained and Churn, with the Add customer and Create prospection buttons.
What you can do
Move a won customer to Post-sales
- Click Add customer.
- In Select, choose a customer won in sales. Click Next.
- In Confirm, review and click Add to post-sales.
The customer enters the Onboarding stage. Only customers with a lead in Closed-Won appear: entry into this pipeline is always manual.
Move it through the stages
Drag the card to the next stage. Retained and Churn can be reached from any stage.
Launch a campaign on the customers
Create prospection opens the prospecting wizard so the voice agent contacts these customers (for example, to offer a repurchase). It requires the Prospecting Pipeline module.
Required permissions
| Action | Permission |
|---|---|
| View the pipeline | lead.read |
| Add and move customers | lead.transition |
| Create prospection | prospect.create |