To get started,  you need to define the practical actions you actually do during the process you are wanting to track. In this example I am going to build a prospecting pipeline, which allows you to progress your prospects along their prospecting journey – don’t forget that a prospect does not just move forwards, sometimes they will pause, move backward or even jump multiple steps in the process. When this happens, it’s really important to respond accordingly, as trying to move them to a stage that they are not ready for, will often cause pushback and potentially the loss of an opportunity.

In this example, I am assuming that there is one person managing your sales process. If not, it can be quite easily managed by creating duplicate pipelines for each sales person. But no matter how many of these there are, it will give everyone a really simple process to follow, that will in turn, give you the visibility on where every single prospect is and what you need to do next