Sales Pipeline
How to manage & edit contacts in the pipeline
How to manage & edit contacts in your pipeline Managing your sales contacts effectively is crucial for closing deals. Synup OS streamlines this process, giving you a centralized view to track, update, and interact with all your leads. This guide will ...
How to bulk import leads
How to bulk import leads Importing leads in bulk saves you time and ensures your sales team has the most updated and complete list of prospects. In Synup OS, you can upload leads via a CSV file and map your data to system fields or custom fields. ...
How to add a lead to your pipeline manager
How to add a lead to your sales pipeline Adding leads to your sales pipeline in Synup OS helps you keep track of new opportunities and move them smoothly through your sales process. You can add a lead directly from the Pipeline section. Steps to Add ...
How to monitor & configure your pipeline
How to monitor & configure your pipeline The Sales Pipeline feature in Synup OS helps you track every stage of your deals, prospects, and revenue opportunities. By monitoring your pipeline, you can evaluate performance, identify bottlenecks, and ...