Sales | Productive Help Center

Sales

Everything you need to know about Sales Pipeline management in Productive

8 articles in this collection
Written by Kresimir and Stjepan Šandor

How To Change A Proposal Template

Learn how to change a template document when sending a sales proposal

Written by Stjepan Šandor
Updated this week

Sales pipeline

Set up your sales pipeline stages to monitor how leads move through your sales process easily.

Written by Kresimir
Updated over a week ago

Managing a deal

Add new deal and its win probability, change deal owner, leave notes on deals and assign TODOs to yourself in order to follow up regularly.

Written by Kresimir
Updated over a week ago

Adding services to deals or budgets

Add services to deals in the sales or budget phase. Use different pricing models to setup a fixed price or time and materials proposal.

Written by Kresimir
Updated over a week ago

Winning a deal

Win a deal and convert it into a project. Winning deals is easy with the Productive sales pipeline.

Written by Kresimir
Updated over a week ago

Losing a deal

Lose a deal and give it a lost reason to know why you are losing clients. Lost reasons can be set up manually in the company settings.

Written by Kresimir
Updated over a week ago

Sales pipeline stages

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.

Written by Kresimir
Updated over a week ago

Lost reasons

Lost reasons are important to monitor why your agency is losing most of its existing and potential clients. Lost reasons are customizable.

Written by Kresimir
Updated over a week ago