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New Member
Posts: 1
Registered: ‎08-31-2012

Sales Funnel Management

We are just getting started with SalesLogix and want to use the system for sales funnel management. We want to be able to see where potential customers are in our process and be able to track how many accounts move from one stage to the other within a defined time period. I'd like to be able to create a funnel graphic that shows all of the stages of the sales cycle and tells me how many accounts are in each stage. Anyone out there using SalesLogix for sales funnel management? How are you doing it? Is setting that up through the account type field a good way to go?


Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Sales Funnel Management

This is typically done w/opportunities and Sales Process within opportunities.

RJ Ledger - +1 603.369.3047 x101

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