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What is the signific...

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What is the significance of the status of a given lead in a sales funnel?

The status of a lead in a sales funnel is significant as it indicates the current position or phase of the lead in the sales process. It helps in understanding how close the lead is to becoming a customer, what actions have been taken, and what steps need to be taken next. It also aids in tracking the effectiveness of the sales strategies and in forecasting sales.

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The input fields indicate the stages of your sales funnel, unique to each sales team, as well as the status of a given lead and the sales rep in your company. Keep in mind the stage and status fields are capped at 15 inputs, so choose your most important stages or lead status. Up to 120 sales reps can be added, but if you need more, simply add new rows below.

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Preview of Sales Pipeline
Spreadsheet
7 Sheets
2 Formats

Preview (7 sheets)

Input fields for fully customizable pipeline Sheet preview
Leads input sheet Sheet preview
Sales funnel kanban board Sheet preview
Sales funnel kanban board with filters (full view)  Sheet preview
Sales dashboard with filters Sheet preview
Sales dashboard win ratio Sheet preview
Sales dashboard with top sales reps leaderboard Sheet preview

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