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Pipelines | Deals & Projects

Use custom drag-and-drop pipelines for sales and post-sales operations.

  • Pipeline Page overview
  • Manage sales deals in OnePageCRM with Kanban view
  • Predict revenue with the Pipeline Forecast View
  • Deal Velocity & Inactive Days
  • Filter the Pipeline
  • Delivery pipeline for light project management
  • Pipeline Configuration (Weighted vs. Unweighted) & Pipeline Values
  • Multiple pipelines
  • How to edit pipeline targets
  • How to close sales cycle
  • Update deal stages

Categories

  • Action Stream | Prioritization
  • Follow-ups | Tasks and reminders
  • Pipelines | Deals & Projects
  • Email Sync
  • Reporting & Notifications
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