Streamline your workflow with airSlate SignNow's pipeline database CRM in NDAs

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here's a very brief introduction to front office box pipeline management and the different ways in which it can be used for different types of business as you can see here we have a list of deals in the pipeline which can be selected by in the vagina in the less we show the plan name customer the estimated value of the deal the weighted probability weighted value of the deal which is based on the probability and the owner they're listed in close day order next to closes top of the list we've color-coded them to show probabilities of 50% of or less in red probabilities of 50 to 75% in gold and probabilities above 75% in green the convention pretty much is the closer these deals get to the top of the page the green does a greener they should be if we let us look at a simple sales plan in this case we have one milestone which is received the order and a number of actions associated in this pretty much in a simple to-do list these can be set to complete here or on the dashboard and we complete the milestone go back to the plan list and find the deal is named it's gotten green and it's waiting the value at 10,000 slightly more sophisticated approach will see us have multiple milestones in this case now actions so here we have three milestones if we complete two of those and go back to the list we'll see the color coding has gone gold and the waiting values now 16,000 an estimated 25,000 and the other example I'd like to give you is the full-featured pipeline management so in this case we have a number of milestones each of which has some actions related to it these are show up on the dashboard in a line with the due dates if we complete the milestones we'll see the same things as we saw before in the Dells gone green and it's now worth eighty thousand pounds weighted value against the estimated hundred thousand if we go back to the sales plan page we can also hear we've got some other information we've got some planned actions we have notes correspondence notes for meetings and phone calls and incoming emails we have documents that we've attached to this record and we've had notes we've added so as you can see front office box pipeline management can be as simple or as comprehensive as suit your particular business and your particular needs