Automated Task Management

The pipeline designer streamlines your workflow by supporting automated tasks, allowing your team to focus on high-value selling activities rather than manual administrative work.

Custom Stage Goals

You can set tailored objectives for each stage of your sales process, ensuring that your pipeline aligns with your specific business targets and metrics.

Intelligent Assignment Rules

Automatically route leads and deals to the right team members based on criteria you define, ensuring optimal distribution of work and faster response times.

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