Pipeline

The sales pipeline allows you to set up the stages of your sales tailored to your business processes. You can track and monitor the progress of your deals throughout the simplified sales pipeline. Here is an example of the sales pipeline for this case scenario.

  • 1 Inquire
  • 2 Assigned to consultant
  • 3 Discovery Call
  • 4 Consultation
  • 5 Evaluation
  • 6 Visa Service Selection
  • 7 Payment
  • 8 Contract Signing
  • 9 Begin with Immigration Process