Get a top 360 degree view of your sales pipeline to track the progress of current leads and deals with KanBo’s sales pipeline template.
Empower your sales team with a complete overview of the sales pipeline and all its stages in one unified platform on any device. Track open deals performance with analytics. Visualize sales opportunities with Kanban view and timeline. Plan, coordinate and execute sales activities. Solve task dependencies with Gantt chart – all in a real-time and ready for remote work.
Key usage points:
- Predefined sales stages
- Opportunities progress tracking with Kanban view
- Opportunity responsible person
- Timeline with Outlook calendar integration
- Gantt chart and date dependencies
- Incoming emails from Prospects
- Contextual search and communication
- Notification and reminders
- Available on any device
3 most powerful features in Sales Pipeline
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Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.