Sales Pipeline View for Estimates
Create a NEW VIEW for ESTIMATES….
The ability to show ESTIMATES in a PIPELINE VIEW
Columns to show
-Quote Sent
-Re-Quote Required
-Potential
-On Hold
-Accepted
-Declined
Or maybe better to create CUSTOM statuses
Then have the ability to SORT the columns as we see fit.
Wah
shared this idea
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Joe Suarez commented
If your estimates are managed through a CRM or project management tool, it's crucial to ensure that the new view seamlessly integrates with these systems. Including filtering options allows you to quickly focus on specific segments of your pipeline, such as estimates that are On Hold or those requiring a Re-Quote. To enhance visual clarity, consider implementing color coding for different statuses – for instance, using green for Accepted and red for Declined.
To further streamline your sales process, enable the ability to sort the columns as per your preference. Most project management or CRM tools support a drag-and-drop feature, making it easy to rearrange columns to suit your needs. For a more efficient workflow, you can explore why using B2B data providers' APIs is beneficial when building your app https://www.globaldatabase.com/why-use-b2b-data-providers-apis-when-building-your-app. Ensure that the sorting mechanism is flexible and intuitive, empowering your team to manage estimates with precision.