2015-11-11

Sales Pipeline

Supported

salesforce capsulecrm sugarcrm

 

Sales Pipeline View

What

Display all your opportunities in a way that makes immediate sense, so that you can take control of your opportunities to close sales faster.

Why

A picture says a thousand words. Ability to quickly update milestones without visiting your CRM. Ideal for none power users of CRM.

How

  1. Add a Space (or use an existing Space).
  2. Add a Page (or several depending on your pipeline).
  3. Add applicable CRM Milestone App repeatly a number of times to match your opportunity milestones.
  4. Add credentials of your CRM which we will save encrypted to speed up access of data next time you log in.
  5. For each App instance, configure an opportunity milestone.
  6. Refresh if needed to see your pipeline.

 

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