Think of your Action settings like adjustable faucets—you control how many records move through your pipeline and at what quality.
Each Action has a level of difficulty—how hard it is for a record to meet the conditions for recommendation—based on your settings.
Example: Adjusting Action Difficulty
Let’s say you have an Action: “Make a Proposal”—an offer to transact based on specific terms.
- If the rule requires a grade of B or better, fewer records qualify, but they are higher quality.
- If you lower the requirement to C or better, PipeAI will recommend this Action to a larger, lower-quality segment.
Expected Impact:
- Higher quantity – More proposals will be made.
- Lower quality – Conversion rates and revenue-per-deal may decline because lower-quality records are less likely to close.
Key Takeaway:
- Stricter settings → Lower volume, higher-quality pipeline.
- Looser settings → Higher volume, lower-quality pipeline.
Finding the Right Balance
The ideal settings depend on a mix of art and science and should evolve based on:
- Current Capacity
- Do you and your team have time to pursue lower-quality leads, knowing they may be less profitable?
- Company & Team Goals
- Is your priority deal volume or profitability (e.g., revenue per deal, deal size)?
- Learning & Opportunities
- If you know exactly what a good record looks like → Use stricter settings.
- If you're still learning or want more opportunities → Use looser settings to allow for more conversations and unexpected wins.
By regularly reviewing and adjusting your Action settings, you can maintain the right balance between pipeline size and quality, ensuring an efficient and effective sales process.
