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CRM: Progress management and "Funnel" view CRM


by T. T. Organisation Strategy and Communications Lead
Tuesday, 16 December 2025 at 16:15  
432 views   0 replies

This enhancement will make it possible to define stages representing the major prospecting phases through which a prospect passes before being, potentially, transformed into a customer.
In particular, it will

  • creation and customization of stages in the prospecting cycle;
  • assignment of each prospect to a clear stage of progress;
  • a "Funnel" view to visualize the distribution of prospects by stage;
  • a synthetic and strategic reading of the state of the sales pipeline;
  • improved management of sales actions and follow-up priorities.
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