Setting up and using sales activities check-list in Pipeliner CRM

Karel Tinka

September 23, 2016 15:23


Executing the right sales activities at the right time is the hallmark of successful sales teams. With the latest Pipeliner CRM Software release, Pipeliner keeps salespeople focused and on task. You now have an optional way to augment each Sales Stage in your Pipeline with our new feature -- a Checklist of Sales Activities (To-Do’s) that reps complete in order to move a sales Opportunity from one Sales Stage to the next.

Why Use the Sales Activities Checklists?

Pipeliner CRM Software lets you track all your sales Opportunities visually and interactively. Our sales Pipeline is comprised of Sales Stages -- a path salespeople follow to take a prospect through from Lead to close and beyond. Our sales Activities Checklist augments these individual Sales Stages with a list of sales Activities that salespeople should complete as they move through the Stages.

How to Use the Sales Activities Checklist

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How to Create Sales Activities for Your Sales Stages

To create a sales Activities Checklist for a particular Sales Stage within the sales Pipeline:

Once done, you will be notified by Pipeliner CRM that manual sync is needed in order to see the changes in Pipeliner CRM. Sync Pipeliner manually and you should be able to see the sales Activity Checklist in the Opportunity form on the right.

How to Use a Checklist with an Opportunity

You can follow the sales Activities defined by the sales manager. Click on the Activity to mark it as completed, fill in the missing information in the Fields, or complete Activities defined by your team. These sales Activity Checklists motivate you to move sales along efficiently.

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