Crelate, Inc.

This article will contain unique links, presented in order to utilizing and mastering Crelate's sales and business development pipeline. We highly recommend registering and attending our <a href="https://help.crelate.com/en/articles/4816068-sales-crm-training" rel="nofollow noopener noreferrer" target="_blank">Sales &amp; CRM Training Session</a> that we host on a weekly basis. Learn more about:

<a href="http://help.crelate.com/en/articles/4316845-using-crelate-s-crm">Why your Business should track Business Development</a>

<a href="http://help.crelate.com/en/articles/9228006-using-your-business-development-pipeline">Tracking your Prospecting &amp; Business Development</a>

1. Before you have a more tangible opportunity, learn how to manage prospects through Crelate's unique Prospecting Workflow

<a href="http://help.crelate.com/en/articles/4319420-how-to-begin-configuring-your-crm-sales-pipeline">Configuring your Sales Pipeline</a>

1. <a href="http://help.crelate.com/en/articles/4374879-setting-a-probability">Using Probability</a>
2. <a href="https://help.crelate.com/en/articles/4120428-setting-a-priority-for-your-opportunities" rel="nofollow noopener noreferrer" target="_blank">Using a Priority</a>
3. <a href="http://help.crelate.com/en/articles/4319878-crelate-s-valuation-glossary">Valuation Terminology Glossary</a>
4. <a href="http://help.crelate.com/en/articles/4323237-what-is-a-custom-opportunity-type">What is a Custom Opportunity?</a>
5. <a href="https://help.crelate.com/en/articles/4326550-customizing-a-lead-form" rel="nofollow noopener noreferrer" target="_blank">Customizing your Lead Form</a>

<a href="http://help.crelate.com/en/articles/4326490-managing-a-lead-through-your-pipeline">Managing a Lead through your Pipeline</a>

1. <a href="http://help.crelate.com/en/articles/4120407-using-a-project-in-crelate-sales">Using a Project</a>

<a href="http://help.crelate.com/en/articles/4335499-converting-a-lead-to-an-open-job">Converting a Lead to an Open Job</a>

1. <a href="http://help.crelate.com/en/articles/4319288-what-is-a-crm">What is a CRM?</a>
2. <a href="http://help.crelate.com/en/articles/4316845-using-crelate-s-crm">Why your Business should track Business Development</a>
3. <a href="http://help.crelate.com/en/articles/9228006-using-your-business-development-pipeline">Tracking your Prospecting &amp; Business Development</a>
   1. Before you have a more tangible opportunity, learn how to manage prospects through Crelate's unique Prospecting Workflow
4. <a href="http://help.crelate.com/en/articles/4319420-how-to-begin-configuring-your-crm-sales-pipeline">Configuring your Sales Pipeline</a>
   1. <a href="http://help.crelate.com/en/articles/4374879-setting-a-probability">Using Probability</a>
   2. <a href="https://help.crelate.com/en/articles/4120428-setting-a-priority-for-your-opportunities" rel="nofollow noopener noreferrer" target="_blank">Using a Priority</a>
   3. <a href="http://help.crelate.com/en/articles/4319878-crelate-s-valuation-glossary">Valuation Terminology Glossary</a>
   4. <a href="http://help.crelate.com/en/articles/4323237-what-is-a-custom-opportunity-type">What is a Custom Opportunity?</a>
   5. <a href="https://help.crelate.com/en/articles/4326550-customizing-a-lead-form" rel="nofollow noopener noreferrer" target="_blank">Customizing your Lead Form</a>
5. <a href="http://help.crelate.com/en/articles/4326490-managing-a-lead-through-your-pipeline">Managing a Lead through your Pipeline</a>
   1. <a href="http://help.crelate.com/en/articles/4120407-using-a-project-in-crelate-sales">Using a Project</a>
6. <a href="http://help.crelate.com/en/articles/4335499-converting-a-lead-to-an-open-job">Converting a Lead to an Open Job</a>

Learn all there is to know about Crelate's Sales/CRM pipeline

Master Sales/CRM Guide

Find answers and get help from Intercom Support and Community Experts

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