A sales pipeline can be customized in several ways. First, you can input your static inputs like your sales report name, year, company name, and the event you are tracking. This could be sales, leads, or however you refer to it internally. You can also choose the pipeline data formatting, including preferred currency and date formats. Additionally, you can customize 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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