Streamline Your Business with Pipeline Tracking Spreadsheet for Administration

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hey there Emily here managing the sales process and pipeline is important for almost every industry let's take a look of how we can keep track of our sales leads on Monday comm here's a board that we've built the structure helps us manage our sales pipeline and streamline our sales pipeline the groups here help me organize my board into different phases we have different leads based on the time frame for example we can see that we have a group for our August leads we can also create a group for our unassigned leads this helps us locate our new leads easily and ensures that we assign them as they come into our pipeline each group holds organizations and teams that are in our pipeline we can see that there are various teams in our August pipeline in this example here at Monday comm we use different columns to manage all the information we need to know about each lead all in one location sales reps can see who is assigned to the lead with our people column team leads and sales reps won't miss any important calls or touch points because of the date column it tracks when we need to reach out or complete tasks for the prospect we can also see the date that we last contacted them on in addition we can track the overall stage of the lead to define where it is in our pipeline we know how to prioritize our leads through customizing the number column we can track deal size and close probability tracking our leads forecast value is easily done with the formula column the last few columns on this board give us the leads contact information as well as their local time this is critical information so that when their next action item is due we can ensure we're reaching out to the lead at an appropriate time for them to take a closer look at our leads we can search and filter on this board when we want to take a look at only the leads assigned to a specific team member we can filter the board to see only my lead or if we're interested in seeing only deals we've won we can filter by one deals every sales pipeline is unique to the team's process luckily we can customize our boards however we want with Monday comm to get inspired by how some of our clients use Monday comm for their sales needs we can check out Monday comm slash stories to see real use cases of how other people use the platform be sure to click here for more resources on how to get started with Monday comm [Music] [Applause]