Turn a scattered deal-tracking habit into a sales pipeline app where reps move opportunities through stages, log next steps, and forecast revenue.
What's Included
- Pipeline board: Deals organized by stage from lead to closed won.
- Deal details: Contact, value, expected close date, and owner per opportunity.
- Next steps: Each deal carries its follow-up task and due date.
- Forecast view: Totals by stage so you can see expected revenue.
How To Use
- Describe your sales stages and how deals progress.
- Let Taskade Genesis build the pipeline app from your description.
- Set your stage names and required deal fields.
- Invite your reps to add and move their deals.
Pair it with a sales follow-up agent and sync contacts through Taskade automations to keep every deal moving.