Pipeline picker
New business and renewals each get the right stages.
Several pipelines, one board view.
Find it in PipeLeads CRM
- Pipeline
- picker beside title
/crm/pipelineWhy it’s better
Different sales processes stay separate but close.
Each kind of deal follows the steps that fit it.
PipeLeads CRM
Put Pipeline picker to work.
See every deal. Know the next step. Let the follow-up run itself.