Intro Overview:
A successful sales strategy is built on the careful organization of a sales pipeline. This key instrument allows for the tracking of opportunities progress and provides important insights into the health of your sales activities. With LeadDec, designing and customizing your sales pipeline is a seamless and intuitive experience, designed to cater to the specific needs of your business. Follow our guidance through the straightforward process of setting up your pipeline, setting the stage for improved sales performance.
1. Start by choosing "Opportunities" from your dashboard. This action initiates the journey of organizing your sales process.
2. Click on "Pipelines." This move advances you towards tailoring your sales tracking experience.
3. Next, click on "Create new pipeline".
4. Assign a descriptive name to your pipeline that mirrors its purpose, guaranteeing your workflows stay organized and efficient. In this example we named it Sales
5. Start defining the stages of your leads' journey by entering the stage name. Begin by typing "New Lead" as an example starting point.
6. Click here to add more stages
7. Input "Stage Name" Continue with this process until you have added all of the necessary stages.
8. After finalizing the pipeline name and organizing the stages to your satisfaction, click "Save." Well done! Your tailored sales pipeline is now established and primed to steer your opportunities towards successful conclusions.
