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Web this video describes how a sharepoint workflow can help manager your sales process to track leads and opportunities. The sales lead pipeline sharepoint template helps sales teams track the status of sales leads, opportunities and closed or lost deals. Web implementing a business development/sales pipeline in sharepoint (part 1) by laurel dsouza — on sharepoint online , office 365.
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Web first, create a list in sharepoint to track potential customers and their basic information: The sales lead pipeline sharepoint template helps sales teams track the status of sales leads, opportunities and closed or lost deals. This article discusses the list templates that are included with microsoft 365. If it meets your organizational needs, select use template. Web by laurel.
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