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Sales Pipeline
Purpose:
Manage sales opportunities and track sold measures.
Kanban Board: Sales Opportunities
Columns:
Lead
Quoted
Negotiating
Closed
Table: Sold Measures
Table 3
Table 3
Column 1
Column 2
Column 3
Column 4
Column 1
Column 2
Column 3
Column 4
1
Measure Name
Buyer Details
Sale Value
Commission Earned
2
Solar Panels
John Smith
£5,000
£500
3
Heat Pump
Emily Johnson
£7,000
£700
There are no rows in this table
Automations:
Set reminders for follow-ups with unsold leads.
Notify the sales team when a measure is sold.
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