Manage sales pipeline for Communications & Media

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A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. This pipeline allows you to track information on your progress with a particular lead or customer. SendPulse CRM lets you choose how to view your deals: as cards on a Kanban board or as a list. Let’s see how to work with the Kanban view. The Kanban board shows all of your deals in different columns ing to their specific stage, helping you visualize your work with customers. To add a deal, click “Add Deal.” Fill in all the fields with additional information about the deal and select its type. You can further filter deals by their type. Also, you can add a quick deal directly at the desired stage of the Kanban board. Quick deals have fewer fields to fill out and are a convenient way to create a deal while communicating with a prospect. After creating a deal, you can edit it and view the history of the deal. To change the deal stage on the Kanban board, drag the deal to the required stage of your pipeline. A deal stage is the name of the specific stage of your work with a particular customer. By default, there are three stages for deals: “New,” “In progress,” and “Pending approval.” Besides, you can add your own stages tailored to your work with customers. To add a new stage, click “Add deal stage,” enter a name for it and select a color. To delete a deal stage, you need to remove all of the deals from that stage. To do so, transfer deals to another stage or delete them. To filter the list of displayed deals, go to the “Deals” section, click “Filter,” and choose filter conditions. You can filter deals by time period, stage, assigned team member, contact details, currency, deal cost, and source.