Sales pipelines can be customized according to specific sales workflows by defining the stages of the sales process that are relevant to your business. This could include stages like lead generation, qualification, proposal, negotiation, and closing. Additionally, you can customize the pipeline by adding fields for tracking important information such as lead status and priority level. You can also integrate your sales pipeline with other tools or software used in your business to streamline the sales process.

Question was asked on:

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.

Asked on the following spreadsheet:

resource preview

Sales Pipeline

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...

download

Download 3 out of 5 sheets

Google Sheets

Enter your email business to download and customize this spreadsheet for free

OR
file_save

Download full spreadsheet

Sales Pipeline
+39 more templates per quarter
$117

Quarterly

spreadsheet Preview

View all chevron_right