Define your lead Pipeline

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The Convert Pipeline will help you with a more manual approach to your Product Qualified Leads, guiding them through a step by step process that will lead to their conversion.

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You can get started with the classic Engaged > Sales Qualified > Negociating > Closing > Lost framework to gain a better visibility of your pipeline.

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You can also personalize the steps for a more bespoke process, by defining the right column names.

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Don’t forget to personalize the cards for a quicker access to the most relevant data!

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The next article is about: How to define your health scores