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Individual sales reps can use this tool by inputting their leads into the sales funnel. They can add all relevant data about the lead, including the status, stage, and priority level. This information will be critical to the pipeline and dashboard.
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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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