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ST
Business Development Representative

What is the best way to optimize/organize Salesforce to help manage your pipe?

Any advice for managing your pipe in Salesforce/best practices?
2 comments
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Henry L.
HL
VP of Product at Vsimple
0
100% need to be leveraging opportunities to manage pipeline and specifically maintaining close dates, $s, stage, and forecast category. Also, leverage tasks to ensure you complete proper follow up. If you want to discuss further feel free to reach out directly!
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Juliana R.
JR
Gerente de marketing y comercial especialista en comunicaciones integradas de marketing en el sector fitness y consumo
0
Hi in my experience is better to mapping before make an organization an be the specific to the generic actions in the way to have better hierarchy an silos.
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