The “Ultimate Guide to Managing Your Pipeline” offers a three-step framework to help sales reps and managers maintain clean, effective pipelines that drive results. Step 1 focuses on daily pipeline hygiene through structured stages, coded next steps, and accurate close dates to ensure actionable progress. Step 2 helps reps prioritize deals by stage and urgency, using clearly defined next steps and backward planning to meet deadlines. Step 3 equips managers to run streamlined, rep-led reviews by verifying exit criteria and probing risks. Insightly CRM and Copilot enhance this process with automation, summaries, and visual dashboards for smarter, faster execution.

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