Sales Funnel powered by Smart Fields
This template is based on the CRM Pipeline template and is demonstrating the power of Smart Fields.
For this board we have created 3 Smart Fields:
Revenue, Expenses and Profit. When you enter Revenue and Expenses, Profit is calculated automatically. Also, Sum of Profit from all cards in the list is displayed in the list title.
- Create a pipeline for managing incoming leads or requests that is adaptable to your team’s needs for any type of contact or customer relationship management.
- Organize contact info and notes on each lead’s card.
- Keep assets in one centralized location by attaching all the relevant materials, like emails and follow-up requests to cards.
- Keep business development on track by assigning team members and due dates to tasks, then watch as they move the card through the process from “Incoming” to “Done.”
- This process can be adapted to an incoming ticketing system for any contact or user management: Capturing Sales Leads, Customer Support tickets, etc.
For more Trello sales tips check out the Trello Sales playbook.
Author : Vitaly Andrianov, developer @ Smart Fields
Source : Trello Templates