CRM and pipeline management
🔒Join free to watch this video lessonFree account · takes 30 seconds · no card neededJoin free & watchAlready a member? Log inA CRM is your sales memory. Set up stages, fields and reports that show what is happening and what to do next.
In this lesson you’ll learn to
- My stages have clear definitions
- I record source, value and next step
- I keep the CRM updated
- I report revenue by source
Pipeline stages
New lead → contacted → qualified → proposal → negotiation → won/lost. Define exactly what each stage means.
Key fields
Source, campaign, value, close date, next step, owner, lost reason.
Hygiene
• Update after every interaction.
• No deals without a next step.
• Close out dead deals with reasons.
Reports
• Conversion by stage.
• Revenue by source and campaign.
• Lost reasons.
• Pipeline value and forecast.
Connect marketing and sales
Track lead source through to revenue so marketing can invest in what actually closes.
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