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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
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
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
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
