Creating pipelines

Last updated 6 days ago
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Sales pipeline setup

Create custom sales pipelines that match your business process and help track deals from initial contact to closing.

Pipeline stages

  • Lead qualification
  • Initial contact
  • Proposal sent
  • Negotiation
  • Closed won/lost

Pipeline management

Move deals through pipeline stages, set stage probabilities, and track conversion rates to optimize your sales process.

Creating pipelines | SoftSync Help Center | SoftSync - AI-Powered Customer Relationship Platform