Sales pipeline examples

Ten practical automations for moving deals forward. From task creation to proposal triggers, these workflows keep your sales team focused on selling instead of admin.

Introduction

Deal stage tasks

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Follow-up reminders

Proposal triggers

Win/loss notifications

CRM hygiene

Conclusion

Related tools

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Related wiki articles

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Further reading

Automation

Automation

Ten practical automations for moving deals forward. From task creation to proposal triggers, these workflows keep your sales team focused on selling instead of admin.

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