Advice and answers from the exsalerate.com Team

Search results for:phase days

Sales Pipeline Phase Length

Set the length of your sales pipeline phases to drive sales velocity… Click on the settings menu > phases Enter the number of days within each phase days to reach… Set Phase Days

Sort your Pipeline

Days - Sort by the number of days deals have spent in the current phase Total Days - Sort by the… your pipeline in alphabetical order by A-Z or Z-A Value - Sorts High to Low or Low to High Phase… total number of days spent in your pipeline Score - Sort by the lead score that gets added to

Sales Pipeline Reports

in the pipeline Phase days Industry Activity count Number of days since last contact Assigned… Lead source When the lead was created When it closed Value of the business Total number of days

Phases In Your Sales Pipeline

You can change the number of phase days in the setting menu Activities are colour coded to prompt… Change phases:… your Exsalerate sales pipeline are fully customizable to suit your business requirements: Edit phase

Exsalerate Activity Symbols & Colour Coding

To set the number of phase days for each colour code - head to the settings Icons: Red Caution… Orange: This company/opportunity is taking slightly longer than expected to move to the next Phase in

How To Use Your Sales Pipeline

The number of days in its current Phase… RED: If it's spent too long in the current Phase of your Sales Process… The total number of days the company has been in your Pipeline

Lead Source Tracking

Customer Lead Source by Phase… This report displays the current Phase companies are within on your Pipeline and what the Lead Source

Prospect Pipeline by Sales Team Totals Report

See who is assigned to each lead or prospect by phase within your sales pipeline… This report displays the phase & the companies that are assigned to each of your sales team members so

ToDo List Views

Phase… Group your ToDo list by Sales Phase… many deals as possible, view all the Activities you have planned for customers sitting in the Closing Phase

Activity Colour Coding

Pipeline Phase Colour Coding… colour coding Blue = On track Orange = Starting to age Red = Spent too long in the current phase… of time a lead or opportunity takes to change colour is set by the administrator of the account via phase