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The pipeline data formatting can be customized by going to the Fields tab and inputting your sales pipeline preferences. This includes static inputs like your sales report name, year, company name, and the event you are tracking. You can then choose the pipeline data formatting, including preferred currency and date formats. The pipeline display and the input fields are two sections that impact the look of the rest of the pipeline. 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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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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