How To Setup Pipelines And Opportunities With BayNet Pro

What Is a Sales Pipeline—and Who Does It Help?


A sales pipeline is a visual roadmap that tracks where each prospect or client stands in your sales process—from first contact to final close. Think of it as your team’s deal tracker, lead manager, and forecast tool all in one. Each stage in the pipeline represents a milestone in the customer journey, allowing your team to stay organized, consistent, and proactive.

Whether you're managing ad placements, handling sponsorships, or selling digital packages, a pipeline helps you:

▸ Know exactly where each deal stands

▸ Identify which leads need follow-up or nurturing

▸ Spot bottlenecks or drop-offs in your process

▸ Forecast revenue with greater accuracy

▸ Automate repetitive tasks tied to each stage


At The BayNet, our clients—from museums and non-profits to local businesses and regional advertisers—use pipelines to boost productivity, tighten communication, and close more deals, faster. With BayNet Pro, pipeline management is fully integrated into your CRM, marketing automation, and reporting toolkit—so your entire sales cycle runs smoothly and efficiently.

Getting your sales pipeline organized might seem overwhelming at first, but think of it like tidying up your workspace—when everything’s in its place, you can work more efficiently and nothing slips through the cracks. A streamlined pipeline lets you track prospects with ease, automate your follow-ups, and close more deals faster. Ready to simplify your sales process? Let’s jump in!

Build Your Sales Pipeline

Creating a pipeline in BayNet Pro is simple and intuitive, giving you a clear picture

of where each lead stands in your sales journey.
Follow these steps to get started:

→ Go to Opportunities.

→ Click on Pipelines.

→ Click Create New Pipeline.

→ Enter the details (like name, stages, etc.) and click Save.

To make it your own, consider tailoring the stages to match your team’s workflow, such as:

New Lead, Hot Prospect, Booked Call, No Show, Delayed Decision, Deal Closed, No Response

Import Leads as Opportunities

Already have a list of contacts from a trade show, CRM, or other platform? Perfect—you can quickly import them into BayNet Pro and turn them into sales opportunities with just a few clicks:

→ Head to Opportunities.

→ Click Import.

→ Choose Opportunities.

→ Click Next.

→ Upload your contact file.

→ Click Next.

→ Map your file's columns to the appropriate fields.

→ Click Next again.

→ Review everything and click Start Bulk Import.

Add Individual Opportunities

Not all leads come in batches—sometimes they show up one at a time. Adding opportunities manually in BayNet Pro gives you complete control and is super straightforward. Here’s how:

→ Navigate to Opportunities.

→ Click Add Opportunity.

→ Either choose an existing contact or input a new one.

→ Fill in all necessary opportunity info (pipeline, stage, estimated value, etc.).

→ Click Create.