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A customizable sales pipeline can cater to different workflow specifications by allowing users to input their specific preferences and requirements. This includes static inputs like sales report name, year, company name, and the event being tracked. Users can also choose their preferred data formatting, such as currency and date formats. Furthermore, the pipeline display and input fields can be customized to display specific lead information, ensuring that the pipeline visualization aligns with the user's workflow.
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First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
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Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban board visualization and sales dashboard to track top...
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