How it works
Sales Pipeline by Leads or
Opportunities Source
A sales pipeline describes the business amount your company tries to win over during the sales process in a
period of time. Managers could have a full picture of what stages are all cases in, and provides greater
management.
In Intimate CRM, managers could see reports by leads or opportunities. By leads, they could understand if all
the leads are able to convert to opportunities, to continue the sales process. If not, managers could base on the
reports and try to figure out why the leads are not able to convert into opportunities.
By opportunities, managers not only could see the sales stages, like in process, success or close, etc., but
also could read reports by products. Gives greater information on which product has greater sales and which
has the least, assisting managers to do future planning.