Your Pipeline is your sales funnel within your business. A Pipeline is the process you follow with your clients during a sale. SET Pipelines are designed to give you an immediate, clear picture of the sales you are currently working on, with the process starting on the left of the page and ending on the right. During a sale, you can drag and drop each of your Opportunities through this process. Each stage of a Pipeline represents a stage of your sales process. For example, a typical example of a Pipeline stage could be a “Meeting Stage”, followed by an “Approve Contract” stage.
Updated on October 5, 2020