Sales Pipeline (Admin Feature 👑)
𝗦𝗮𝗹𝗲𝘀 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 — 𝗧𝗿𝗮𝗰𝗸 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝗬𝗼𝘂𝗿 𝗙𝘂𝗻𝗻𝗲𝗹 Managing a community means knowing where each member stands in your sales process. The Sales Pipeline gives you a visual, Kanban-style board to track members through customizable stages — right inside Skool. Open the pipeline from the dedicated button in your Members Panel. You'll see a board with columns representing your pipeline stages. Each member card shows the avatar, name, and community. Drag and drop members between columns to update their status, or assign a status directly from the member's right-click context menu in the Members Panel. You have full control over your pipeline stages: create new statuses, rename them, assign custom colors, and drag to reorder. Default stages like "Lead", "Contacted", "Negotiation", and "Closed" are provided to get you started — but you can customize everything to match your actual sales process. Pipeline status badges appear next to member names throughout the platform — in the Members Panel, in comment threads, and on profile cards — so you always have context without opening the pipeline board. The badges use your custom colors for instant visual recognition. The pipeline also works cross-community: members from all your cached communities appear in the board, and you can filter by community to focus on a specific group. All pipeline data syncs via Cloud Sync, so your stages and assignments are available across browsers and devices. The feature can be toggled on or off in the Toolkit Settings under the Admin section. --- 𝗦𝗮𝗹𝗲𝘀 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 — 𝗠𝗶𝘁𝗴𝗹𝗶𝗲𝗱𝗲𝗿 𝗱𝘂𝗿𝗰𝗵 𝗱𝗲𝗶𝗻𝗲𝗻 𝗙𝘂𝗻𝗻𝗲𝗹 𝘃𝗲𝗿𝗳𝗼𝗹𝗴𝗲𝗻 Eine Community zu managen bedeutet zu wissen, wo jedes Mitglied in deinem Verkaufsprozess steht. Die Sales Pipeline gibt dir ein visuelles Kanban-Board, um Mitglieder durch anpassbare Stufen zu verfolgen — direkt in Skool. Öffne die Pipeline über den dedizierten Button in deinem Members Panel. Du siehst ein Board mit Spalten, die deine Pipeline-Stufen darstellen. Jede Mitgliederkarte zeigt Avatar, Name und Community. Ziehe Mitglieder per Drag & Drop zwischen Spalten, um ihren Status zu aktualisieren, oder weise einen Status direkt über das Rechtsklick-Kontextmenü im Members Panel zu.