
Opportunity tracking in a sequence's settings.
Turn on tracking
1
Open the sequence's Settings tab
Find the Tracking section and switch on Track opportunities.
2
Set a value for each outcome
Fill in a dollar amount for a positive reply, a booked meeting, a completed meeting and a Closed. Leave any of them at zero to leave it out.
Mark a reply as an outcome
There is no separate “mark as opportunity” button. Open a thread in the inbox and apply the Positive, Meeting booked, Meeting completed or Closed label, and it counts toward that sequence’s pipeline.Good to know
Where does the pipeline total show up?
Where does the pipeline total show up?
On that sequence’s own analytics page, as a Pipeline figure and as an Opportunities stage on the funnel chart. There is no separate pipeline dashboard.
How is the total calculated?
How is the total calculated?
Oneprofile counts how many threads carry each outcome label and multiplies by the dollar value you set for that outcome, then adds the four together.
What happens if I rename an outcome label?
What happens if I rename an outcome label?
Only Positive is matched by the label’s own flag. Meeting booked, Meeting completed and Closed are matched by name, so renaming or deleting one quietly drops its total to zero. Leave those three named as they came.
Can a thread carry more than one outcome label?
Can a thread carry more than one outcome label?
Yes. A thread can be labeled Meeting booked and later Closed at the same time, and both amounts count.
Do I have to use all four outcomes?
Do I have to use all four outcomes?
No. Set a value for whichever outcomes matter to you and leave the rest at zero.
Next steps
Sequence analytics
See the pipeline total alongside every other number a sequence produces.
Inbox
Read replies and apply labels to a thread.