TekMatix Blog & Help Articles
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How To Manage Tekmatix Pipeline Permissions for Secure and Efficient Deal Tracking
Learn how Tekmatix Pipeline Permissions let you control who can see and edit each opportunity pipeline. Protect sensitive data, streamline sales workflows, and maintain consistent pipeline stages. ...more
Opportunities & Pipeline ,Opportunities
April 05, 2026•3 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
Create a sales pipeline or customer journey
Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more
Opportunities & Pipeline ,Business tips
April 04, 2024•1 min read
How Funnels and Stage distribution widgets work
A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more
Opportunities & Pipeline ,Dashboard
March 12, 2024•3 min read
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