Sales pipeline
Keep track of your deals
Isabel Reyes
Last Update 2 years ago
Onproad's CRM tool helps you to keep better track of your deals and improve your sales process. Check this article, and you may find answers to your doubts!
1) Create your sales pipeline
Create the lead status that you want to keep track of; this stage is where you will be able to keep track of all your new leads/proposals
2) Create a new deal
Navigate to the right side of your dashboard and click over the ''create'' option, so you will be redirected to the section where you can start adding all the details needed.
3) Select the deal status
Select the status where you want your new deal creation to be allocated, followed by a deal name, deal worth, and priority & assign it to any other team member
Save all your entries, and you have created your first deal.