- Every Friday, sales reps using QuarterOne will receive an email of their latest pipeline and a list of deals to investigate.
- Customers on an Essential Plan will receive a detailed overview of their pipeline with quick links to update individual deals.
- Customers on a Free Plan will receive a summary update only.
Add closed dates to every deal in your pipeline.
Close won awarded deals
Close lost stalled and cancelled opportunities
- Update close dates, amounts and stages for changes to open deals
- Prepare reports for your next sales meeting
- Look at the current pipeline (Pipeline performance) and what's changed (Deal slippage) since the last update.
- Save a new baseline in QuarterOne as reference point for the next sales meeting.
- Pipeline updates - Wins/loses, what's new & latest metrics
- Discuss roadblocks and obstacles to closing deals
- Agree action points