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To create and manage a sales pipeline, sales representatives can use a customizable sales pipeline spreadsheet. This tool helps manage leads throughout the sales process from qualification to closing. The spreadsheet features a kanban visualization for better pipeline management and includes a dashboard for team monitoring. Users can download and tailor the spreadsheet to their specific needs. To set it up, start by navigating to the fields tab to input preferences, including the sales report name, company name, and the type of events being tracked, usually sales leads. Additionally, users can select their preferred currency and date formats for better organization.
