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            Track Deal Progress with Sales Methodology

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            Track Deal Progress with Sales Methodology

            View and update deal progress using a structured sales methodology directly from Pipeline Inspection. The Sales Methodology column shows step-level progress and lets you update details from a side panel without leaving Pipeline Inspection.

            Required Editions

            View supported editions.

            Understand Methodology Status

            Sales Methodology column showing progress of each step

            The Sales Methodology column shows steps in your methodology as a compact set of icons (1). Each icon reflects how complete or strong that step is for a deal. When you hover over an icon, a window appears to show a quick progress summary.

            icon Indicates...
            Sales Methodology icon indicates no notes or confidence level added. No notes or confidence level added
            Sales Methodology icon indicates notes added without a confidence level. Notes added without a confidence level
            Sales Methodology icon indicates low confidence set without notes. Low confidence set without notes
            Sales Methodology icon indicates notes added with low confidence. Notes added with low confidence
            Sales Methodology icon indicates medium confidence set without notes. Medium confidence set without notes
            Sales Methodology icon indicates notes added with medium confidence. Notes added with medium confidence
            Sales Methodology icon indicates high confidence set without notes. High confidence set without notes
            Sales Methodology icon indicates notes added with high confidence and marked complete. Notes added with high confidence and marked complete

            Update Methodology Steps

            Update methodology steps directly from the pipeline view. Click any icon in the Sales Methodology column to open the side panel and make updates.

            • Add notes to capture key details for each step.
            • Set a confidence level by selecting Low, Medium, or High to reflect deal strength.
            • Update details as the deal progresses to keep information current.
            • Save your updates without leaving the pipeline view to keep your data accurate.
             
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