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Having visibility into an up-to-date sales funnel allows for better tracking and management of leads and prospective customers. It provides critical information about the status, stage, and priority level of each lead, which can be used to optimize the sales process. This visibility can also help in forecasting sales and identifying potential issues in the sales pipeline.
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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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