Productive

Everything you need to know about Sales Pipeline management in Productive.

Sales

Set up your sales pipeline stages and lost reasons in sales settings.

General Sales Settings: Pipeline Stages, Lost Reasons, and Default Deal Probability

Set up multiple sales pipelines and customize their stages to monitor how leads move through your sales process.

Setting up Your Sales Pipelines

Sales Pipeline Setup and Configuration

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

Adding Services to a Deal

Disable time and expense tracking on deals by turning off these options for each stage in your sales pipelines.

How to Disable Tracking Time and Expenses on Deals

Save time and ensure consistency with Deal Templates—predefine services and settings to quickly create structured deals in Productive.

Deal Templates

Link a deal to a project to track related work, tasks, and collaboration in one place. Easily connect new or existing deals to projects.

Adding a Deal to a Project (Beta)

Learn to share deals with your team and ensure you're always informed about deal activities with watch notifications.

Sharing Options for Deals

Learn how to configure deals with services, templates, and sharing options before moving them through your pipeline.

Deal Setup

Add a new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself to follow up regularly.

Managing a Deal

Win a deal and create a new project or a budget based on the deal settings and service setup.

Winning a Deal

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

Losing a Deal

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Can't Track Time Against a Sales Deal?

Learn how Previous Deal Probability and Previous Stage help you analyze deal trends, improve forecasting, and refine sales strategies.

Tracking Previous Deal Probability and Stage

Handle your deals effectively, from updating their status to tracking probability changes and resolving time-tracking issues.

Managing Deals

Learn how to switch between document templates when sending a sales proposal.

How to Change the Proposal Template

To ensure you never lose track of client communications, BCC emails to Productive and assign them to deals, budgets, and invoices.

BCC Emails to Productive: Organize with Budgets, Deals, or Invoices

PDF Templates and Communication

Find answers and get help from Intercom Support and Community Experts

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