Simply arrange leads and customers in a sales pipeline, and get a 360 degrees view of all your opportunities. To move contacts from your recent calls to the pipeline, follow the steps below:
By default, Leader will present the following columns in the pipeline: Leads, Follow-Up, Quotes, and Closed Deals.
You can customize your pipeline by adding new columns using the Add List button. Drag & drop columns to arrange their order.
When working with your team, as an Admin, you will be able to track which team member is assigned to each contact in the pipeline and its current status.