Sales Pipeline
Manage your own or your sales team’s activities with the Pipeline application. You can take a broad view on the sales forecast and go straight to the activities associated with each opportunity in CRM. You can see how you or your team are performing against plan on a year to date or period basis, measuring profit or turnover. You can configure the listings by salesman, team or company, by month, quarter or period and filter by order date, probability or percentage.
- Filter Sales Pipeline by: sales person, status, product line, probability, sales date etc
- Associate 'Next Actions' to sales opportunities
- View sales forecasts in list form or as an interactive graph