Sales Pipeline

Learn how to create a sales funnel in SmartTask and tracking sales performance through analytics view

Every sales process has two key stages: generating leads—whether through inbound or outbound efforts—and then qualifying them.

In the initial phase, your Leads project might accumulate thousands of unvetted entries. To streamline your pipeline and focus on high-potential opportunities, we recommend creating a separate project called Qualified Leads or simply Deals.

This project should house your Sales Qualified Leads (SQLs)—contacts who have shown genuine interest and are ready for the next step in the sales journey.

Leads Pipeline

The Leads view is used to capture and track incoming sales opportunities before they become active deals.

Key Elements in the Leads View:

• Name: Lead or company name.

• Assignee: The team member responsible for following up on the lead.

• Priority: Helps in identifying urgency (e.g., High, Low).

• Dates: Due date for follow-up or conversion.

• Contacts: The person to reach out to in that company.

• Qualified Lead: A Yes/No column to tag leads that meet basic qualification criteria.

• Interested in Service: Shows which service the lead is interested in (e.g., Graphic Design, Social Media).

• Region and Lead Source: Helps with segmentation and marketing analysis.

📌 Tip: You can add more custom fields to add more data-points to your leads. Qualified Lead, Interested in Service, Region and Lead Source are custom fields.

image.png

We highly Recommend Grouping by Due Date and Sorting by Due Date. As you take action on a particular lead you would change the due date to reflect the new followup date

Deal Pipeline

Once a lead is qualified, it can be moved into the Deals pipeline which is structured in a Board format to reflect the sales stages.

Deal Stages Include:

• Meeting: For prospects with scheduled discovery or demo meetings.

• Proposal: Prospects who’ve received or are in discussion around a proposal.

• Deal Won: Successfully closed deals.

• Deal Lost: Leads that didn’t convert.

• Junk: Irrelevant or spam leads that are disqualified.

This project may contain custom fields like:

1. Deal Value: Represents estimated deal value of the deal

2. Deal Stage: As noted above

A lead can be moved from Leads project to Deals Project as following:

Steps to Create this Pipeline

1. Create a project named “Leads”:

   • Add custom fields like “Qualified?”, “Lead Source”, “Region”, “Service Interested”, etc.

   • Use filters and grouping (e.g., by Due Date) for better clarity.

2. Create another project named “Deals”:

   • Create custom fields like Deal Value and Deal Stage

   • Deal Stages may be “Meeting”, “Proposal”, “Deal Won”, “Deal Lost”, and “Junk”.

   • Group and Sort by Due Date to know exactly which deals to act on today

3. Transition Workflow:

   • As leads become qualified, move them from the Leads list to the Deals board for pipeline progression.

Check out the type of reports you can create from yours sales data Sales Reports