3 Easy Steps to Track Prospects, Leads, & Customers [Infographic]

Posted by Krista Moon on December 18, 2020

To accurately work and measure your sales pipeline, you need to know where your prospects are in the sales process. The following infographic outlines three CRM fields that give a clear picture of which contacts and companies have the highest potential of closing and are actively being pursued by sellers.

If you’d like a more detailed description of how to use the Contact Type, Lifecycle Stage, and Lead Status fields to manage your sales pipeline, check out this article, 5 Essential CRM Fields to Track Sales and Marketing Growth.

3 Easy Steps to Track Prospects, Leads, & Customers [Infographic]

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