Building the Sales Process and the Predictive Pipeline Dashboard

August 21, 2020
CRM Research Team
success@hotprospects.com

In previous blog entries we’ve covered some of the basic building tools used for constructing a sales process within the CRM. Using the “Steps” and “Actions” section in the Leads area will help keep everyone using the same process, the same check points, and the same tools used in predictive analysis. In addition to building the “Steps” and “Actions” of a sales process, there is another set of data tied to the sales history and it is used to help determine the potential revenue in the sales pipeline.

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