A sales pipeline is a set of stages that a prospect moves through, as they progress from a new lead to a customer. Each stage of the pipeline has its name (status) which shows what’s going on with the lead at this or that moment. Based on this, the stages of the sales pipeline help identify problem areas and improve the conversion rates. Go to “Board settings” to add or edit the sales pipeline statuses in BoardCRM.
Select “Sales pipeline statuses”. In this section, you can add new statuses and delete or edit the current statuses. Plus, you can configure the order of the sales funnel statuses on the board.
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