Question
Sales managers and reps can utilize the customization fields in the sales funnel to manage leads and visualize sales pipelines effectively. They can filter leads by date, deal value, deal priority, and status, allowing for management at both macro and micro levels. This helps in tracking and analyzing every aspect of the sales funnel. Additionally, each sales rep can create their own copy of the sheet to manage their funnels separately, ensuring individual lead data is shared with the sales manager at various checkpoints for a consolidated view.
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Now, with all your leads placed in your funnel, and all your customization fields set, you can go to the pipeline and view the visual version of your funnel. Filters at the top allow reps and managers alike to filter leads by date, deal value, deal priority, and status so that every aspect of the funnel can be managed at a macro and micro level. To filter by date, simply double-click the calendar fields, and you'll be able to select a date from the dropdown easily. If it's easier, each sales rep can create their own copy of this sheet to manage their funnels separately. They just have to make sure to share their individual lead data with the sales manager at various checkpoints so the manager can view everyone's data in one place.
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