TekMatix Blog & Help Articles
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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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