CRM Pipeline & Lead Management Setup
Pedro Oliveira
Title
CRM Pipeline & Lead Management Setup
Problem
Leads were being collected but not properly organized, resulting in poor tracking, missed follow-ups and unclear sales stages.
Solution
I structured CRM pipelines, lead stages and key fields to support automation logic and sales workflows. Lead sources were integrated to ensure consistent updates and internal notifications.
Tools
CRM
Zapier
Google Sheets
Outcome
The CRM became a central source of truth, improving visibility over the sales pipeline and enabling more efficient lead management and follow-ups.
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Posted Dec 29, 2025
Structured CRM pipelines for better lead management and sales workflow
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