There are several types of pipelines we can add a company to in Amplify. Each pipeline type has a specific set of stages and properties we can use to record and track each company through the pipeline.
- Enquiry: Handling + tracking of inbound enquiries and support requests.
- Lead + Investor: Lead generation, Investor development + Facilitation. All stages of the Investor lifecycle.
- Project: Aftercare and BRE (Business retention)
Each pipeline type represents a different step along the investment promotion cycle. The diagram on the right shows the path from Inquiry right through the investor lifecycle to the eventual recording of a Project and the ensuing aftercare that should follow.
Issues + Blockages
Each pipeline type can have issues or blockages that can be tracked, managed and resolved throughout the investment promotion lifecycle.
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