Define Your Pipeline Stages
- Not every customer relationship management includes a pipeline. If you're just using interface 365 for contact management, and you don't need to track value-based deals from open to close, you may not need a pipeline.
- If you're using interface 365 in more of a traditional sales use case, you likely do need a pipeline. Maybe even more than one!
- To determine the stages of your pipeline, start by writing down the steps in your sales cycle from start to finish.
What is the common starting point for each deal?
What are the key stages a sale will pass through?
What does the conclusion of a business deal look like?
If you got stuck and see that there are multiple processes you need to track value through, you might want to create multiple pipelines. We fully support this, and you can move deals with different pipelines as well.