Having an efficient sales process requires additional efforts to achieve success. At the end of the day, competent management of each step in the process is what brings the greatest return. In this context, using a sales pipeline is an effective method in turning your prospects into customers. You can divide your sales process into stages to get a better understanding and greater success of each step. This Sales Pipeline template will help you to better manage your sales process, track the success of each stage and increase the conversation rate of your potential customers.Sales Pipeline Template Features: There are four sections on the template which are Dashboard, Input, Pipeline, and Settings.We recommend you to start with the settings section to use the template effectively. Settings:
In this section, you can determine the stages of your sales process, define sales status, list sales representatives, choose a date format, and select the categories that will show up on the sales funnel template.
It is important to define stages in the sequence of occurrence in your sales process. Because you will see the same order in the sales funnel graph of the dashboard section.