Productive

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

Sales

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

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

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

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.

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

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.

Quickly manage sales deals by duplicating existing ones or creating templates to save time and maintain consistency.

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

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!

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

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

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