First, go to the Fields tab to input your sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - usually sales, leads, or however you refer to it internally. Then, choose the pipeline data formatting, including preferred currency and date formats. Two input sections impact the look of the rest of the pipeline: 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.
Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban boa...
Download model