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What pipeline stages work best for a small WordPress agency in Bit CRM?

Jack Wilson • • 0 replies

I am simplifying our sales pipeline for website and maintenance projects. Too many stages made the board noisy, but too few stages made it difficult to see where a lead was stuck.

For a small WordPress agency using Bit CRM, what pipeline stages have worked well for you from first inquiry through proposal, approval, and handoff?

Question, Questions, Open, Bit CRM, CRM, WordPress

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