PULSE Academy / CRM and Sales
Run your pipeline stage by stage.
Intermediate · 6 minutes · Article
Set up one or more pipelines with the stages your team uses. Each deal has an amount, currency, owner, account, contact and expected close date. Move deals between stages as they progress, and mark them won or lost.
When a deal is won, Hand off to delivery starts an Intake so the project begins with everything sales agreed. Dashboards can show pipeline value by stage or owner.
Try it: create a pipeline with four stages and move a test deal through it.