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