The Ox Gold Help Center

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To explore all tutorials related to creating and using pipelines inside Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you directly to the Pipelines Help Docs, where you’ll find step-by-step guidance on using pipelines to organize sales, projects, internal tasks, and more.

What You’ll Learn in the Pipelines Help Docs

The Pipelines section helps you turn messy to-do lists or unpredictable sales activity into clean, trackable processes. Whether you’re organizing team tasks or closing deals, pipelines let you see progress at a glance and take action automatically.

Here’s what’s included:

🧱 What Is a Pipeline?

Understand the basics: pipelines are made up of stages (or lanes), and each lane holds pipeline items—representing leads, tasks, or opportunities that you move through your process.

🔀 Opportunity vs. Task Pipelines

Learn the difference:

• Task Pipelines help manage internal team projects and deadlines.
• Opportunity Pipelines are ideal for tracking prospects, sales activity, and deal stages.

💼 Using Pipelines to Monitor Your Sales Process

Build sales pipelines based on your product or service journey. Track every stage of the sales lifecycle and combine with automations to move contacts through the pipeline automatically.

⚙️ Create Pipeline Items Automatically

Set up automation flows that trigger pipeline items to be created (and placed in specific stages) based on user activity—like form submissions, purchases, or tags.

📈 Track Sales Performance with Pipelines

Use pipeline data to assess business performance, follow up with stalled leads, and trigger ad audiences based on customer behavior and lifecycle status.

✅ Use Pipelines for Internal Task Management

Organize internal projects and assign items to specific users. You can color-code pipelines, set due dates, and make them public or private.

🗓️ Trigger Actions Based on Task Pipeline Dates

Use automation flows to fire actions (e.g., reminders, updates, escalations) based on the Date Created, Due Date, or Date Completed of any pipeline task.

Tips & Troubleshooting

✅ Pro Tip: Use color-coding and public/private settings to create team-specific pipelines or track different product lines with clarity.

⚠️ Watch Out: If your pipeline automations aren’t firing, double-check that the correct trigger and pipeline stage are selected in your workflow.

What to Do Next

After reviewing the Pipelines Help Docs:

• Go to Pipelines in the left-hand menu to create your first task or opportunity pipeline.
• Use Automation Flows to auto-move contacts between stages.
• Monitor your pipeline to see real-time progress across teams or client journeys.

▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the full Pipelines Help Docs and start streamlining your workflow today.