Managing an individual’s or a team’s pipeline is a common task in the life of a sales manager. The pipeline view lists all opportunities in their respective sales phase, visualized in a Kanban view. The most important information is rendered on every card, such as the owner of the opportunity, a color-coding for the ‘chance of success’, as well as opportunity volume, the account, and the expected closure date. Progressing an opportunity throughout the life cycle on the pipeline view is done via drag and drop into the respective sales phases.
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