Sales Pipeline Management


Sales Pipeline Management Your pipeline should be easy to use and easy to share, but better than emailing a spreadsheet around.	Shared Contact Lists Track your prospect and customer lists, along with associated documents.	Lead Capture Use Smartforms to capture important lead information.
Track deal status, close date, next steps Attach documents to the relevant deal or contact Track key discussions and e-mail correspondence Receive alerts and set follow-up reminders Toggle between grid and calendar views See summary reports across individual pipelines	Easy to use like a spreadsheet Fully customizable to track any prospect/customer information Attach quotes, contracts and other documents to any customer Share securely online with team members Report across multiple lists based on key criteria Use our Smartsourcing feature to build effective prospect lists	Create customizable forms to gather lead info Get notified when new leads are entered Secure online sharing of lead info with team members Lead capture form also supports document upload Get at-a-glance highlighting of what’s new Use Smartsourcing to gather additional lead info

Manage your sales pipeline and prospect lists with Smartsheet