How to create and manage Sales pipeline in salesgem?

Create and manage sales pipelines in Salesgem to track deals through every stage of your sales process. Customize pipeline stages, monitor deal progress, and gain better visibility into your team’s sales performance.

Steps:

1. login to your salesgem account
2. Go to Settings → Company → Users List.

3.Click sales pipelines.

4. click create pipeline

5. Enter pipeline details like Name, Add a description
6. Customize Your Pipeline Stages Edit Stage Names, Adjust Win Probabilities (WIN%)
7. Rearrange Stages, Delete Unwanted Stages
8. Add new stages
9.click on create pipeline