How does the Pipeline Management system in Bigin help streamline deal tracking?

How does the Pipeline Management system in Bigin help streamline deal tracking?


Info

Bigin’s pipeline-centric approach is one of its strongest features for tracking deals. It offers:

  • Drag-and-Drop Interface: Move deals across stages like ‘Prospect’, ‘Negotiation’, ‘Won/Lost’ with ease.

  • Multiple Pipelines: Create different pipelines for various service lines or sales teams.

  • Pipeline Automation: Trigger alerts, tasks, or email sequences when a deal enters a particular stage.

  • Deal Health Indicators: Color codes or tags show which deals need attention.

  • Filter and Sort Options: Quickly find deals by owner, stage, value, or closing date.