Groundhogg’s Sales Pipeline add-on provides a comprehensive tool for tracking and managing all your deals. Whether you have a single pipeline or multiple pipelines, this feature helps streamline your sales process with powerful automation and management capabilities.
Manage Your Sales Pipeline with Ease
With the Sales Pipeline, you can:
- Add a New Pipeline: Create and organize multiple pipelines to fit different sales strategies.
- Add and Manage Stages: Define and add new stages to your pipeline to reflect your sales process.
- Add New Deals: Quickly enter new deals into your pipeline for tracking and management.
- Move and Edit Deals: Adjust deal positions and update details as needed to reflect current status.
- Add Notes to Deals: Keep track of important details and insights by adding notes to each deal.
- Mark Deals as Won or Lost: Track the outcome of each deal to analyze your sales performance.
Enhance Deal Management
Take full control of your deals with features like:
- Manage Custom Properties: Customize deal properties to suit your specific requirements.
- Search for Deals: Efficiently find and filter deals to manage your pipeline effectively.
- Send Emails to Contacts: Communicate directly with contacts associated with a deal.
- Automate with Funnels: Use funnels to add, move, and update deals automatically based on predefined workflows.
The Sales Pipeline feature empowers you to oversee your sales efforts comprehensively, improving efficiency and helping your sales team achieve better results.