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Everything you need to know about Sales Pipeline management in Productive
9 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
and
Luka Žic
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
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
Managing a Deal
Add 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.
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
Track PO (Purchase Order) number
Track PO number through sales deals, budgets and invoices.
Written by
Luka Žic
Updated over a week ago
Lost Reasons in Deals
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
How To Change A Proposal Template
Learn how to change a template document when sending a sales proposal
Written by
Stjepan Šandor
Updated over a week ago
Standard Contractual Clauses at Productive
Written by
Kresimir
Updated over a week ago