Sales Pipeline Pilot Program Training – Artlogic Support

The following training guide and videos are only intended for Sales Pipeline Pilot Program users.

Welcome to the Artlogic Sales Pipeline Pilot Program training guide. We've created a 4-part video training series so you can understand how the Sales Pipeline works and how to use its many new features. If you have any questions or require support, please speak to a member of the team via this email address: salespipelinepilot@artlogic.net.

If you have any feedback on how the Sales Pipeline could be improved, please email salespipelinepilot@artlogic.net.

Part 1: Creating offers

Part 2: Overview of the List Screen and Preview Pane

Part 3: Overview of the Offer Edit screen

Part 4: Creating invoices from Offer Records

Overview of the Sales Funnel

What is a Sales Funnel? If you aren’t sure what a sales funnel is, simply imagine a real-world funnel. It is a visual representation of your sales process. The widest point of the funnel is at the top and this is where all sales begin. As sales progress, they filter down towards the end of the funnel until the sale is complete.

Designed uniquely for the art world, the Artlogic Sales Pipeline sales funnel makes sure you are always able to keep sales moving forward in an organised and clear workflow. Each stage in the sales funnel is called an 'Offer Stage' and these stages help you organise your sales into clear channels so you know which sales are progressing and what the next actions are.

How the Sales Funnel looks

What each Offer Stage means

Open

All your recorded offers, personalised offer emails and website enquiry forms are tracked and organised. The system will automatically flag which offers need following up.

Qualified

When the client shows interest in an artwork you’ve offered them, it’s time to mark the offer as qualified and continue negotiating, keeping a record of your conversations in the Pipeline.

Reserved

When the deal is almost closed, and the client wants to make sure they don't lose the artwork, you can mark it as temporarily reserved, making sure it isn't accidentally sold to another client.

Accepted

Congratulations – you’ve made a sale! Mark the work as accepted, enter the invoicing and shipping details and automatically alert your finance team that the invoice can be created – or create the invoice yourself.

Invoiced

The invoice has been created, sent to the client and is awaiting payment.

Sold

Once the money is in the bank, details of the sale are added to the insights section where you and your team can analyse sales results.