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      Managing Opportunities & Pipelines in Bullseye Pro

      This guide explains how to navigate and manage the Opportunities and Pipelines features in Bullseye Pro to track campaign engagement, follow-ups, and customer intent more efficiently.

      Audience: Customer Service Representatives (CSRs)
      Author: Adam D., Outbound Specialist, Relentless Digital / Bullseye Pro

      FULL VIDEO TUTORIAL: HERE

      📌 What Are Opportunities and Pipelines?

      Bullseye Pro uses Opportunities and Pipelines to streamline customer engagement by grouping responses and actions into clear stages. This system reduces the need to sift through conversations one by one.

      These tools are especially useful when managing:

      • Outbound offer campaigns

      • Open estimates

      • Missed calls and web chat follow-ups

      • Speed-to-lead response efforts

      🚀 Why Use Pipelines?

      Instead of hunting through every message to see who replied or showed interest, Bullseye Pro helps you:

      • Identify sales-ready leads quickly

      • Automate sorting of customer replies

      • Keep visibility across team efforts

      • Avoid dropped opportunities

      📂 Default Pipelines Setup

      Most accounts come with a few default pipelines, which can be fully customized to suit your workflow. Here are the most commonly used:

      1. Missed Call / Web Chat Follow-Up

      Used for leads generated through:

      • Missed call text-back automation

      • Website chat or form submission follow-ups

      ✅ These are part of the “Speed-to-Lead” strategy to respond promptly to inbound interest.

      2. Outbound Campaigns

      This pipeline tracks contacts engaged via outbound marketing messages. Example use case:

      • A campaign offering “Half-off AC tune-ups”

      • Positive replies go into "Interested"

      • Negative replies go into "Not Interested"

      • Booked customers are moved into “Booked” to finalize

      🧠 Tip: Only the "Interested" and "Booked" stages need your attention.

      3. Open Estimates

      Manages follow-ups with customers who have received open estimates.
      Key stages might include:

      • Interested in estimate

      • Not Interested (requires manual follow-up or objection handling)

      Custom stages can be added based on your workflow needs.

      📋 Managing an Opportunity

      Each opportunity displays a contact tile showing the lead's current status.

      From the tile, you can:

      • Drag and drop the contact to a new stage

      • Click “View Conversation” to open the related chat or email

      • Add Tags to initiate or stop automation campaigns

      • Add Notes for internal tracking

      • Assign Tasks to follow up or escalate

      🔁 To trigger new campaigns or remove customers from one, use Tags.

      🛠️ Customization & Support

      • Don’t see the right pipelines or opportunities?

      • Not seeing responses populate after launching a campaign?

      📩 Reach out to your Customer Success Manager (CSM) or contact Adam D. to request updates or additional configurations.

      ✅ Next Steps

      • Review [Video 1: Conversations Tab Management] for message handling.

      • Ask your CSM to verify pipeline setup post-campaign launch.

      • Bookmark this article for day-to-day reference.

      Thanks for using Bullseye Pro!
      Questions? We're here to help — just reach out to your CSM or training specialist.