Blog • CRM

Sales pipeline in Bitrix24

A sales pipeline shows how many leads arrived, where they are now and what actions managers need to take.

Do not create too many stages. The pipeline should reflect real actions: new request, contact made, offer sent, decision, payment or lost.

Control requires source, service, budget, next step and responsible manager. If there is no next step, a deal quickly stalls.

Rules should help: create tasks, send notifications, remind about deadlines and schedule follow-ups. Complex scenarios are better added gradually.

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