Individual reps can better manage their funnels to win more deals by effectively utilizing their sales pipeline preferences. They should input their static inputs such as sales report name, year, company name, and the event they are tracking. They should also choose the pipeline data formatting, including preferred currency and date formats. The pipeline display and the input fields are two sections that significantly impact the rest of the pipeline. The pipeline display indicates what lead information is to be displayed on the pipeline. By carefully managing these aspects, reps can have a better understanding of their sales process and thus win more deals.
Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban boa...
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