Creating Your Sales Pipeline

Your Sales Pipeline with Custom Stages is the backbone of success for your Field Reps. In this 3 minute video, learn about the best practices for a SPOTIO pipeline, then watch the next 2 minute video to learn the step-by-step way to setup your Custom Stages.

This video teaches you how to set the Stages for your Sales Pipeline. Stages are the foundation of visibility into your sales activities, letting you get an at-a-glance view of where each of your leads live inside your sales process. For written instructions on how to create those Stages, click HERE.