Managing a sales funnel for technical support

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zementum sales funnel management will facilitate the ability to shorten the sales cycle close more deals and increase revenue the first step is to configure each stage of your sales pipeline to create or edit a pipeline click on the drop down menu and select manage pipelines in the top right corner click on new pipeline to create a new one or click on the more button and then edit to update the name or stages of an existing pipeline once you've configured your pipelines you can simply move deals between stages of the pipelines intuitively on the drag and drop interface next let's create an opportunity go to the opportunities home screen add click on add opportunity fill out the necessary fields such as title client pipeline etc and then hit save navigate to the opportunity screen where your sales representatives can create and track various sales activities stay on top of all of your opportunities by making notes scheduling tasks creating meeting invites or sending emails the panel on the right will provide all information on the opportunity the details the client the contact information and the list of all documents associated with that opportunity from the opportunities module you can also import opportunities in bulk using a csv file or import opportunities from a linked psa into the zomentum account to know more about our psa integrations please click check in the description below