Everything you need to know about Sales Pipeline management in Productive
By Kresimir and 2 others3 authors9 articles
Sales PipelineSet up your sales pipeline stages to monitor how leads move through your sales process easily.
Adding Services to Deals or BudgetsAdd services to deals in the sales or budget phase. Use different pricing models to setup a fixed price or time and materials proposal.
Managing a DealAdd new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself in order to follow up regularly.
Winning a DealWin a deal and convert it into a project. Winning deals is easy with the Productive sales pipeline.
Losing a DealLose 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.
Track PO (Purchase Order) numberTrack PO number through sales deals, budgets and invoices.
Lost Reasons in DealsLost reasons are important to monitor why your agency is losing most of its existing and potential clients. Lost reasons are customizable.
How To Change A Proposal TemplateLearn how to change a template document when sending a sales proposal
Standard Contractual Clauses at Productive