CRM deals and leads feed the pipeline report
What moves
Opportunities, leads, owners, close dates and lost reasons are read for the Sales pipeline, Out on the road and Customer 360 packs.
Before you start
- Insights and CRM in your plan
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the Sales pipeline pack.
You see:A report shows the pipeline by stage and owner.
- Sales managerInsights — Business Intelligence & Apps
Opens the Nobody owns it filter chip on the deals table.
You see:Deals with no owner are listed for assignment.
- Sales managerCRM & Sales Pipeline
Opens a deal from the list.
You see:The deal opens in CRM.
Related
- CRM & Sales Pipeline
- Insights — Business Intelligence & Apps
- CRM quotes are credit-checked and deals see payment
- CRM sends template requests to the vendor desk
- Customer and partner portals on your website
- An accepted quote reaches the sales order clerk
- Scheduling a follow-up for a colleague
- Connections between modules