A sales pipeline can help you track leads and prospects, manage the sales process, and generate forecasts on your business goals.
Drag in and create your stages, customize it to fit your style, and start filling it up with deals!
An action item is anything that moves your deals toward closing. It can be an email, updating your team, preparing for a meeting or anything in between. Automate the action items needed at each stage and put the finishing touches on only the action items that need you.