Introducing Kanban-based Deal Management to provide a visual representation of the sales pipeline and help users manage Deals more efficiently based on their current stages.
What’s New
Visual Pipeline: View Deals in a Kanban board organized by Deal stage.
Stage-Based Organization: Easily identify Deals at different stages of the sales pipeline.
Improved Pipeline Visibility: Get a clear overview of ongoing sales opportunities and their current progress.
Simplified Deal Tracking: Review and manage multiple Deals from a single board instead of relying only on a traditional list view.
Better Sales Organization: Identify Deals that require attention and prioritize follow-up activities more effectively.
Streamlined Management: Make it easier to review the pipeline and track the progress of sales opportunities.
Benefits
Gain a clearer view of the overall sales pipeline.
Track Deal progress across different stages.
Simplify day-to-day Deal management.
Improve visibility into active sales opportunities.
Help sales teams prioritize Deals and plan their next actions more effectively.