What are some other ways to refer to sales or leads internally?

Sales or leads can be referred to in various ways depending on the organization's internal terminology. Some companies may refer to them as prospects, opportunities, potential clients, or conversions. It's important to note that the terminology can vary based on the industry and the specific sales process of the company.

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How does the pipeline display contribute to the pipeline visualization?

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The pipeline display contributes to the pipeline visualization by indicating what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.

What kind of information can be checked in the boxes of the pipeline display?

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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.

What are the benefits of customizing the look of the sales pipeline?

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Customizing the look of the sales pipeline allows for a more personalized and efficient experience. It enables users to display only the information that is relevant to them, reducing clutter and improving focus. It also allows for better tracking and management of leads or sales, as users can choose to display the data that is most important to their specific needs. Furthermore, customization can improve understanding and interpretation of the data, as users can choose their preferred currency and date formats.

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