CRM Pipeline
Overview
The CRM pipeline tracks prospective customers through five stages: Step 1 (New Lead), Step 2 (Contacted), Step 3 (Active/Qualified), Step 4 (Demo/Trial), Step 5 (Converted/Won). Each lead has contact details, company info, notes, and interaction history. Leads move through stages with configurable actions and follow-up reminders. Pipeline reports show conversion rates, average time per stage, and revenue forecast. AI-assisted lead scoring prioritizes high-potential prospects.
How It Works
This feature is part of the web_admin module. Lead tracking through a 5-step sales funnel from initial contact to conversion.
Getting Started
Access this feature from your Posterita dashboard. For detailed setup instructions, contact our support team.
Still need help?
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