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Section 3

Sales & Pipelines

Manage leads, deals, and customer journeys end-to-end.

How to Use Sales Pipelines

Video coming soon · 10–15 min

Training Document

Manage every step of the customer journey: capture leads, advance deals through stages, send proposals, book appointments, and trigger automated follow-ups.

Topics Covered

  • Lead management
  • Sales stages
  • Moving deals
  • Proposals
  • Appointments
  • Follow-ups
  • Automation triggers

Demonstration Areas

  • Creating a lead
  • Assigning stages
  • Drag-and-drop pipelines
  • Proposal tracking
  • Appointment scheduling
  • Sales follow-ups
  • Closing deals

Key Message

"Pipelines help organize every step of the customer journey so no lead falls through the cracks."