Concursive ConcourseSuite CRM Help
Pipeline Module
What is the Pipeline Module?
In the Pipeline Module you can create opportunities, estimates of the values of products and services that a potential customer might consume. These opportunities are associated with a contact to track potential revenue from new clients or against an existing account for additional revenue. This module helps to track the effectiveness of the sales process in your company.
How can this help me?
Sales forecasts can be made and performance of individual sales personnel can be monitored.
Why is this important?
The Pipeline module monitors leads, contacts, and accounts progress within the sales funnel.