Скачать или смотреть How To Build A Sales Pipeline In Trello (Easy Tutorial)

How To Build A Sales Pipeline In Trello (Easy Tutorial)

🌐 Access Trello Here:
https://trello.com

🌐 Trello Help & Documentation:
https://support.atlassian.com/trello

🌐 Trello App Download:
https://trello.com/platforms

In this easy Trello tutorial, you’ll learn how to build a fully operational sales pipeline inside Trello so you can track leads, manage prospects, monitor deals, and streamline your entire sales process. Trello’s visual layout makes it perfect for small businesses, agencies, freelancers, and sales teams looking for a simple but powerful CRM alternative. This guide breaks down how to structure your pipeline, automate follow-ups, and keep every deal moving forward.

🔹 What You’ll Learn:
-How To Build Lead Stages: New Lead, Contacted, Demo, Negotiation & Closed
-How To Add Lead Details, Notes & Deal Values
-How To Use Labels To Track Hot, Warm & Cold Prospects
-How To Assign Sales Reps And Ownership To Each Lead
-How To Automate Follow-Ups Using Butler Automation
-How To Track Deal Sizes And Forecast Revenue
-How To Use Calendar View To Manage Follow-Up Dates
-How To Attach Contracts, PDFs, And Client Files
-How To Build A Weekly Sales Dashboard From Your Pipeline
-How To Keep Your CRM Organized In 2025

💡 Pro Tip: Add a “Lost Deals” list and tag each lost opportunity with the reason. Over time, this gives you powerful insights into buyer objections and pipeline improvements.

By the end of this video, you’ll know exactly how to create a Trello-based sales pipeline that boosts conversions and keeps your workflow organized.

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