What Is a Sales Pipeline?
A pipeline is a visual way to track where each lead is in your sales process. It helps you see what needs attention and predict what may close.
A Simple Set of Stages
- ✓New Lead — just captured
- ✓Contacted — first conversation started
- ✓Qualified — needs confirmed
- ✓Appointment Booked — a meeting is set
- ✓Won — the deal is closed
Making It Work
Keep stages simple at first. Move leads across as they progress, and use automation to trigger follow-up at each step so nothing stalls.
LakaiFlow Tip
A pipeline is only useful if you keep it updated. Automation that moves leads automatically reduces manual upkeep.
Could Your Business Benefit From Better Automation?
Book a free LakaiFlow demo and we'll help you identify where automation and better follow-up could fit into your current business processes.
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