LionDesk V2 CRM Ideas Portal

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Sales Pipeline

I know we have a pipeline option but it is for transactions. We are dealing with lots of leads and it would be great to be able to create a sales funnel or pipeline where we can easily identify the stage the leads is in. Ex- Initial Contact - Pre-construction or resale, Pre-qualified, Showing properties properties etc... Everyone's is different. This will help in moving leads from one stage to another till under contract but it also helps prioritize one's efforts. . I'm using the transaction pipeline now for that purpose but it really isn't designed for it.

  • Guest
  • Jan 21 2021
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