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!

Features Discussed:

1. Action Link (Time: 05:07)
   Learn how to create action links within a table component that update record statuses and guide users through a multi-step workflow. For example, learn to convert a contact to a lead, then to a customer, by creating custom buttons with icons, setting statuses, and redirecting users to specific pages.
2. Form Component (Time: 09:16)
   Understand the differences between using an Edit Link and an Action Link in a table component. For example, see how an Edit Link creates a dedicated form in a pop-up that allows users to edit specific fields. Learn to customize forms by removing unnecessary fields, focusing only on the ones you want to be edited, such as status.

Transcript Summary

Introduction

Hey everybody, welcome back to Build It with Tadabase. On today’s episode, we’re talking about funnels and pipelines and how we can move data through various stages of a workflow or a process. Whether that’s sales data, customer data, or an order process, the goal is to move data through stages to optimize your workflow and business practices.

Overview of the System

The goal here is simple. We have a group of records that we’re calling "contacts," which represents sales data of people our company has made contact with. We need to move them through different stages. These stages are defined within a Tadabase option field.

Inside my data table, I have a field called "status," defined as a radio field, meaning a single select. I have three options: "Contact," "Lead," and "Customer." When a record is created, it starts as a "Contact." If the person shows interest, they become a "Lead," and ideally, they then become a "Customer." These stages represent the lifecycle of a contact within our business process.

Setting Up the Stages

We have records, and we can change these options. When building out a workflow or application, we can set up funnels or pipelines in the page builder to help our end users efficiently move data through these stages, ensuring everyone in the organization is on the same page.

Creating the Pages

I’ve created three different pages: "Contacts," "Leads," and "Customers." Each page has a table component that shows records from the same data table, but filtered to display only records with the corresponding status. For example, the "Contacts" page shows only records where the status is "Contact."

Using Action Links to Move Data

To move records between these views, we can add action links to the table components.

1. Adding Action Links:

• On the "Contacts" page, I add an action link to the table component to convert a contact to a lead. The button is labeled "Convert to Lead," and the action rule updates the record's status to "Lead" and redirects the user to the "Leads" page.
• I repeat this process on the "Leads" page to convert a lead to a customer.

1. Testing the Workflow:

• When we go back to the live app, starting on the "Contacts" page, we can select a contact and convert them to a lead. The record is then moved to the "Leads" page. From there, we can convert them to a customer, and the record moves to the "Customers" page.

Using Edit Forms to Move Data

Another method is using an edit form instead of an action link.

1. Adding Edit Links:

• I add an edit link to the table component, which creates a dedicated edit form. This form only contains the status field, allowing the user to manually change the status.

1. Redirecting After Submission:

• Using form rules, I set the form to redirect to the appropriate page after submission. This method requires more user interaction but offers more control over which fields are edited.

Additional Considerations

These methods—action links and edit forms—are just basic building blocks. We can apply them in various ways throughout the application. For example, on a contact’s detail page, we can add an action link to convert the contact to a lead, which then redirects to the "Leads" page.

Once you learn these foundational tools, like action links, edit forms, form rules, and submit rules, you have a lot of flexibility in building your workflows.

Conclusion

That’s it for today’s episode of Build It with Tadabase. Thanks so much for watching, and we’ll see you next time. Take care!