Pipeliner CRM Activity Management Features
There are many companies that have a sales process—that series of steps that take an opportunity from lead to close.
But what happens within each step? Often the answer to that question is a bit hazy—it's what the rep feels should be done to get the sale through that sales process stage. Consequently, there is still a considerable element of chance when it comes to that sale making it through to the next stage, and ultimately to the close.
That is where activity management comes in. As with all other functions in Pipeliner, activity management is instant intelligence, visualized. The procedure for an activity—and for a task—is clearly seen and laid out, and made easy to follow. Steps to bring a sale through a particular sales stage can even be made mandatory so that nothing is missed.
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