Creating and Managing a Sales Pipeline in Pipedrive
Karen
Creating and Managing a Sales Pipeline in Pipedrive
Overview
Pipedrive’s pipeline view provides a clear, visual way to manage leads and deals. By customizing deal stages, businesses can track progress and ensure no opportunity slips through the cracks.
Challenge
The business required:
A straightforward way to track leads from first contact to closing.
Better visibility over where each client was in the sales process.
A system that reduced manual tracking and follow-up confusion.
Solution
Using Pipedrive’s Sales Pipeline feature, we:
Set up customized deal stages.
Added deals with key client details for easy tracking.
Used drag-and-drop functionality to move deals through each stage.
Connected email and tasks to ensure timely follow-ups.
Results
Achieved a more organized sales process with all deals in one place.
Reduced lost opportunities thanks to automated reminders.
Increased productivity with a clear, visual overview of progress.
Improved client communication by staying on top of each stage.
Key Skills Highlighted
CRM Management (Pipedrive)
Sales Pipeline Optimization
Lead Tracking & Deal Management
Client Communication Support
Data Organization
Like this project
Posted Sep 12, 2025
Optimized Pipedrive pipeline as Sales Support Admin — boosting lead tracking, automating follow-ups, and improving client communication for higher conversions.
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Timeline
Nov 1, 2020 - Sep 1, 2022
