Want to maximise your sales pipeline and stay on top of your business game? Priorities is here to help!
🏆 Start by setting up your pipeline. Change the first list to include projects with clients that are in early discussions. Maybe you've been approached about a tender or have a first coffee meeting with a prospective client. Any exploratory new business discussions can sit in this column.
📝 Create a second list to include jobs that you're actively pitching or need to quote for. This will help you stay on top of your sales game and keep track of potential new business opportunities.
👀 Now, create a third list to add jobs that you're waiting for approval on. This way, you can keep tabs on the status of each job and move them along the pipeline as needed.
💥 Boom! Your sales pipeline is now more manageable than ever, all thanks to Priorities in Streamtime. And the best part? You can take instant action directly from Priorities.
💬 Need to create a quote or an invoice? Just flip the card and off you go. Want to set a reminder to write an email or send a proposal on Wednesday? No problem, you can do that too. With Priorities, the possibilities are endless.
👍 So go ahead and give it a try! Get your sales pipeline in order with Priorities and watch your business thrive.
You can also track opportunities from your quotes sent. This article here shows you how.