CRM & sales / Guide
Sales Pipeline & Follow-Ups
Make the next action visible for each opportunity.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Pipeline design
Define meaningful stages for your sales process. Assign an owner and next step when a lead enters a stage.
Follow-up habits
Review open opportunities regularly, record conversation context and close or archive opportunities when appropriate.
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