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A sales pipeline can be customized according to workflow specifications by adjusting the stages and statuses of the leads. This includes defining the priority level of each lead. These customizations allow for a more accurate representation of the sales process, enabling better tracking and management of leads and prospective customers.
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Now that you've established all your customizations, it's time to input your leads. Go to the sales funnel, where all lead and prospective customer information can be added. Make sure to include all relevant data, including the status of the lead, the stage of the lead, and their priority level as these inputs will be critical to the pipeline and dashboard.
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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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