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.