Full Service Business Lead Pipeline

Explore

A sales/lead pipeline tracking template, built for home services businesses.

Explore
Updated August 27, 2021 at 12:28 AM
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Explore the base
All Deals
All Open Deals
All Closed Deals
All Closed Deals copy
All Declined Deals
Deals Closed Last 30 Days
Deals Closed Last 7 Days
Deals Closed Last 30 Days Summary Stats
Deals Closed This Year
TM1's Open Deals
TM1's Map Deals
TM2's Map Deals
TM3's Open Deals
TM3's Map Deals
Ready to Schedule
Active Clients
All Customers
Grid view
Grid view
All Team Members
Sales Stats
Sales stats dashboard
Lead Source
Totals View
Monthly Totals
Grid view