Access your contacts database with everyone organized into these pipeline stages:
Leads: See all of your leads, their lead source, and their owner.
SQLs: Does your lead seem qualified for the next step? Sales Qualified Leads are warmed up and qualified by your sales team.
Pavement Assessment: See the leads who currently have pavement assessments.
Proposals: See the leads who have proposals (and who need to be followed up on!).
Won: See which leads you have closed won.
Lost: See which leads you have closed lost.
You can export each stage of your pipeline into a CSV or Excel spreadsheet.