I designed and set up a three-stage sales pipeline in a CRM to help a sales team track every lead from first contact to close. The pipeline holds 1,100+ opportunities, each with the contact, value, creation date and last status change, so nothing gets lost or forgotten.
What I built:
A pipeline with clear stages (stage-1, stage-2 and stage-3) so the team always knows where each deal stands
Opportunity cards showing contact, value and activity at a glance
Quick-action icons on each card (call, message, tasks, notes, appointments) for fast follow-up
Custom fields, filters and sorting to find and prioritize leads quickly
Bulk actions to move or update many opportunities at once
- Conversion Rate Optimization Expert
- Marketing Automation Specialist
