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

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

Visualize your sales funnel, identify drop-offs, and measure conversion rates across stages using Deal Funnel reports.

Using Deal Funnel Reports to Track Pipeline Performance

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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.