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Including the status, stage, and priority level of each lead is important as these inputs are critical to the pipeline and dashboard. They provide valuable information that can help in tracking the progress of the lead and prioritizing efforts based on the lead's potential to convert into a customer.
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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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