Tracking deals in monday CRM by CXLABS
Автор: CXLABS
Загружено: 2025-01-23
Просмотров: 28
Описание:
🚀 How to Track deals in monday.com CRM | Forecasting & Pipeline Management
Want a smarter way to track deals and forecast revenue in monday.com CRM? In this video, Artur from CXLABS walks you through an optimized deal-tracking workflow that keeps your pipeline organized and your forecasts accurate.
🔥 What You’ll Learn in This Video:
✅ How to categorize deals into Active, Closed Won, and Lost
✅ How to use a stage-based view for dynamic deal tracking
✅ How probability and forecasted values update automatically
✅ How to track monthly forecasts and sales targets in real-time
📊 Every deal stage adjusts probability and revenue forecasts, helping you stay on top of your pipeline and sales goals effortlessly.
💡 Want to optimize deal tracking in your CRM? Let’s connect!
👉 Book a Meeting via CXLABS website at www.cxlabs.digital
#CRMTracking #SalesPipeline #mondayCRM #DealManagement #RevenueForecasting #B2BSales #SalesAutomation #CXLABS
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