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Pipeline Options

New Member
Posts: 1
Country: USA

Pipeline Options

I would like to be able to create a Sales Status Pipeline (funnel) report, but I can't figure out how to do it. I don't want to use the existing Opportunity Pipeline.

We are tracking Sales Process Status and I would like to illustrate with the funnel the movement of contacts through the following stages:

 

Unaware

Aware

Interest

Decision Makers

Timeline

Sale

 

Is this possible to create and if so, how?

 

Thank you,

 

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Pipeline Options

If you are talking about graphical pipeline other than what Act has, you will need a third party adon or Crystal Reports...

 

Check the Act addoN store.