Sales Pipeline Management

Begin customizing and using Pipeliner CRM’s sales pipeline management features.

Sales Pipeline Management2018-09-09T03:13:53+00:00

Learn How to Set Up Sales Pipeline According to Your Sales Process

A sales pipeline tracks the individual steps salespeople take from initial contact with a potential customer, through the different stages until the sale is closed. All sales opportunities are arranged along each of the sales steps that make up your sales process, represented by the sales pipeline.

In the Sales Pipeline Management User Guide you will learn:

  • How to configure your sales Pipeline(s) and add sales steps

  • How to set probability of closure for sales step

  • How to attach documents into sales step

Download Sales Pipeline Management User Guide

Download full pdf version of the Sales Pipeline Management User Guide for Pipeliner CRM.

Download Now
This website uses cookies. By continuing to use this website you are giving consent to cookies being used. For information on cookies and how you can disable them, visit our privacy and cookie policy.