Building a Sales Funnel & Pipeline
Hello everyone! Welcome to Build It with Tadabase. In this episode, we'll be discussing funnels and pipelines, and how they can help move data through various stages of your workflow or process. Whether you're dealing with sales data, customer information, or order processing, the goal is to optimize your workflow and business practices by moving data through different stages.
So, let's start with the goal of this tutorial: we have a group of records called "contacts," representing sales data, and we want to move them through specific stages. These stages are defined within a database option field called "status," which has three options: "contact," "lead," and "customer."
To achieve this goal, we'll be using Tadabase's powerful features. We'll primarily focus on using action links and edit forms to update records and redirect users to appropriate pages. Let's dive in!
To begin, we'll create three different pages: contacts, leads, and customers. On each page, we'll add a table component showing records from the same data table. We'll then filter the data on each page to display only records with corresponding statuses (contact, lead, or customer).
To move records from one stage to another, we'll add action links to the table components. For instance, on the contacts page, we'll add an action link called "Convert to Lead." Clicking this button will update the record's status to "lead" and redirect the user to the leads page.
Similarly, on the leads page, we'll add an action link called "Convert to Customer," which updates the status to "customer" and redirects to the customers page. This way, we guide our end users efficiently through the different stages.
Alternatively, we can use edit forms to manually update the status. When adding an edit link to the table components, a dedicated edit form will be created. We'll configure the form to show only the status field, allowing users to update it. After submitting the form, the user will be redirected to the appropriate page.
Moreover, you can apply these techniques to other areas of your application. For example, on a contact detail page, you can add an action link to convert the contact to a lead, updating the status and redirecting the user to the leads page.
Once you've grasped the foundational tools—action links and edit forms with form rules, submit rules, and record rules—your possibilities for building powerful workflows open up!
In conclusion, Tadabase provides a user-friendly and flexible environment to create effective sales funnels and pipelines. By using action links and edit forms, you can efficiently move data through different stages, streamline your processes, and keep everyone on the same page within your organization.
Thank you for watching this episode of Build It with Tadabase. We hope you found this tutorial helpful in creating your own sales funnels and pipelines. If you have any questions or need further assistance, feel free to reach out. Until next time, take care and happy building!