Manage deals & pipeline

4 tools demoed performing this task — top clips for each.

Pipedrive

15:563:21Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.@BusinessSolution-org

15:551:31Managing conversations in a unified LinkedIn inboxShows the unified inbox feature where users can manage conversations across all connected LinkedIn accounts and tag leads for better organization.@heyreach
18:582:09Analyzing LinkedIn campaign performance and reportingWalks through the reporting dashboard to track connection rates, response rates, and overall outreach performance across different workspaces.@heyreach

6:001:37Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.@closecrm
7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.@closecrm
2:300:32Managing lead stages in the pipelineShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.@Soft-Savvy
Watch 5 Close CRM demos →

0:450:43Reviewing Pipeline Summary and AI Projected FinishThe demo shows the pipeline summary dashboard where AI-driven projected finishes are compared against manual sales commits.@OutreachYouTube
1:281:12Managing Forecast Roll-ups and Opportunity InteractionsA walkthrough of the forecast roll-up page, showing how to drill down into individual sales rep commits and view recent prospect interactions.@OutreachYouTube
3:050:33Forecasting with Scenario PlannerThe user demonstrates the scenario planner tool to model likely outcomes by forecast stage and time period.@OutreachYouTube