Keep every deal in view.
Organise sales opportunities by stage to see active deals and the actions they need.
Give active deals a shared view
When sales activity lives in individual notes, it is hard to see the full picture. A shared view helps the team review open opportunities.
- 01
Create an opportunity
Link a deal to the relevant lead or customer information.
- 02
Track sales stages
Use stages that reflect your sales process.
- 03
Prepare follow-ups
Find the deals to review at the next team meeting.
What you can do
Create an opportunity
Link a deal to the relevant lead or customer information.
Track sales stages
Use stages that reflect your sales process.
Prepare follow-ups
Find the deals to review at the next team meeting.
In practice
During a sales meeting, review quotes to prepare and opportunities awaiting a response.
Explore next
Leads and customers
Know the background before you get in touch.
Quotes
Prepare a quote and follow it through.
CRM and sales
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