Sales

 

Type: Flowing Board
In this project, each task represents a sales lead. The task tiles are inserted in the New Leads section on the left. The other four sections (In Assessment, Waiting for Response, In Negotiation, Sold) correlate with the different stages of the sales funnel. Tasks move to the Sold section once the contract is signed, and stay there until the whole sale is completed.


Tags:

Tags are used to indicate the lead ranking.
A Lead = Highest ranking, hot lead
B Lead = Warm lead
C Lead = Cold lead


Tip:

This type of project is great for small sales teams or individual sales people.