Published On Feb 6, 2024
This video will teach you how to setup and use a Sales Pipeline in Bigin CRM.
A sales pipeline is a visual representation of the sales process. It shows you where each of your deals is in the sales funnel, from initial lead to closed deal. This helps you stay organized and avoid losing deals through the cracks.
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00:00:01 - Introduction to pipelines and their importance in the sales process.
00:00:44 - Creating a new pipelinein Bigin CRM
00:03:49 - Moving deals through the pipeline stages in Bigin CRM
00:04:52 - Adding deals and moving them through the pipeline in Bigin CRM
00:07:45 - Adding tags to deals in Bigin CRM
00:09:39 - Sorting, filtering, and customizing deal information in Bigin CRM
00:10:10 - Different deal views: list view and card view in Bigin CRM
00:10:34 - Customizing card view to display relevant information.