Streamline your financial services with pipeline database CRM for Financial Services

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how to manage deal pipeline and sales made CRM a sales pipeline is a visual representation of your sales process it shows you where in the sales funnel all your opportunities are where deals are stalling and which sales activities are bringing in the most revenue it becomes your visual display of the sales process by giving you a clear exhibit whether the deal is open one lost or rotten this helps you in setting a benchmark for future projections better opportunities and translate to higher revenue growth for the company let us quickly learn how to manage deal pipeline and sales made CRM to swiftly reach out to the deal pipeline section irrespective of the page you are on you can click on the profile icon followed by set up and deal pipeline the other way out is that if you are in the deal module you can click on the actions button followed by manage pipeline seems easy right you would see that we have a default sales pipeline set for you please note that you can edit the pipeline name rename the stages at a new stage drag and change the stages of the pipeline but you cannot delete a default pipeline now let us understand each of these functions in detail in order to rename the pipeline click on the Edit icon and update the name as per your requirement selecting the checkbox allows the users to set the probability for each deal manually irrespective of the stage default probability click on update and you're done the Delete icon will let you delete the whole pipeline only if there is no active deal associated with the pipeline when you hover over an existing stage you get the option to edit and delete the respective stage of the pipeline say for instance you'd like to proceed with editing the deal stage make the respective changes that you wish to make in either stage title-winning probability or the deal rotten period and click on update here the winning probability of a stage is the percentage of time the deal would take to move from one stage to another and the rotten period of the deal in the stage would be the duration a deal remains idle in a specific stage after the defined rotten time the deal would be considered as Ron and the deal card will be marked with yellow color in case if you want to delete any respected deal stage simply click on the delete icon by hovering on the respective deal stage sales mate will request you to transfer the respective stages data to another stage or pipeline so it keeps the data safe before you make the final call to delete the stage you can reorder the stages here by dragging them around in order to introduce a new stage in the pipeline click on the add new stage button define the stage title-winning probability and the deal rock period before you hit save now in order to add a new pipeline click on the add new pipeline icon name the pipeline and all the default stages would be set for the new pipeline you can make the desired changes in the pipeline stages as per your business vertical once you create the pipelines and customize the stages as per your need you can see them all on the deal board view and default dashboard you may note sales mate provides two interfaces for the deal module list view and the intuitive board view simply select the pipeline from the drop-down and all the respective deal cards will be filtered on the page and as per their current stages if you want to see specific deals in port view and you can choose the respective views from here like open closed over do deals etc you can sort in ascending or descending order for fields like deal title win probability owner estimated closed agent created at last modified date inactive days that's it with customizing pipeline we wish you the best business managing experience with sales made CRM subscribe to the sales mate YouTube channel and press the bell icon to stay updated on our new features releases and insightful videos