Sales Pipeline Overview
Sales pipelines are essential in moving a lead from prospect to paying customer. You need to know what stage your opportunities are in so they know what steps are needed to close the deal.
The Sales & Success Center pipeline is perfect for this, offering the ability to view, organize, and filter your opportunities. This allows them to know exactly where you should spend their time to gain the highest return.
Benefits and Purpose
Manage all your opportunities in one place and never miss out on a sales opportunity. You can associate opportunities to any product your prospect is interested in, and your view of your potential revenue.
Best Practices
When adding a new opportunity to your pipeline, ensure it's placed in the appropriate sales stage for enhanced forecasting accuracy. Create an opportunity for each prospect you're targeting. Your pipeline serves as your comprehensive view of all sales opportunities at hand.
Tips for Success:
- Ensure opportunities are classified correctly to maintain forecasting reliability.
- Frequently review and update your pipeline to keep it current and accurate.
- Focus on nurturing your prospects to move them through your pipeline.
Table View
The table view is a great way to get a full list of either your own or a team's sales opportunities.
To access this view, log in to the Sales & Success Center. Go to Pipeline > Table.
In this view, you have a range of options on how you'd like to filter or organize the list of opportunities.
Or, view our Drag-and-Drop Board View:
