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Share stage totals across the team's open pipeline each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Report pipeline figures with the deal criteria behind each total.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Track first outreach across reps without overwriting later lead stages.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.