1. Set up your pipeline stages Your pipeline is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals. 2. Focus on sales actions Instead of thinking about the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email or anything in between. Schedule plenty of activities and let Pipedrive remind you what to do next.
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