How To Track Deals In Wix CRM [Pipeline Setup]
Автор: SmartMoneyTutorials
Загружено: 2026-01-13
Просмотров: 41
Описание:
How To Track Deals In Wix CRM [Pipeline Setup]
🌐 Access Wix Here:
https://www.wix.com
📱 Download Wix Mobile App:
https://www.wix.com/app
📊 Open Wix CRM:
https://www.wix.com/crm
In this pipeline setup guide, you’ll learn how to track deals in Wix CRM so you can organize leads, monitor sales stages, and close more clients consistently. A deal pipeline gives you clear visibility into revenue potential and helps you follow up without missing opportunities.
🔹 What You’ll Learn:
-How To Access The Deals And Pipeline Area Inside Wix CRM Properly
-How To Create Custom Pipeline Stages That Match Your Sales Process
-How To Add Deal Values, Close Dates, And Ownership For Better Tracking
-How To Move Deals Through Stages Quickly Without Losing Context
-How To Track Conversations, Notes, And Activities Directly Inside Each Deal
-How To Filter And Sort Deals To Focus On The Highest Priority Opportunities
-How Businesses Use Pipelines To Increase Follow-Up Speed And Close Rates
-How To Keep CRM Deal Data Clean As Your Lead Volume Grows
💡 Pro Tip: Set a rule that every deal must have a next action date. Pipelines fail when deals sit without follow-up tasks or scheduled reminders.
By the end of this video, you’ll know exactly how to track deals using Wix CRM and build a pipeline that drives consistent sales growth.
#Wix #WixCRM #SalesPipeline #DealTracking #CRMSetup #LeadManagement #WixTutorial #BusinessGrowth #SalesAutomation #ClientAcquisition
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