Your sales pipeline is your personal dashboard for managing your day, staying focused, and keeping every opportunity moving forward.
TeamGram CRM’s pipeline view gives you everything you need at a glance: deal status, recent activity, planned next steps, and even early warning signs when opportunities are slipping out of sight.
Here’s how to use it like a pro on a daily basis.
1. Start Your Day by Reviewing Open Opportunities
The first step to managing your pipeline is to get reoriented every morning.
In TeamGram CRM, you can click on any opportunity card to instantly access the full history of notes, activities, and other details for that deal.
Before making calls or sending emails, quickly review past meeting notes.
This saves time, refreshes your memory, and helps you pick up conversations seamlessly—without asking customers to repeat themselves.
Pro Tip: Make it a daily habit to read recent notes for all active deals. It keeps you sharp and improves customer relationships.
2. Use the Last Activity Timer to Spot Neglected Opportunities
Every opportunity card shows a last activity timer, telling you exactly how many days have passed since the last update on that deal.
The color shading gives you a quick visual cue:
- Light Gray: Activity within the last week—you’re in good shape.
- Dark Gray: No update in 7+ days—time to check in.
- Red: No update in 30+ days—critical! Act immediately or risk losing momentum.
If you’re wondering which deals need your attention, this timer tells you without guesswork.
3. Sort Opportunities by Last Activity to Prioritize Work
Don’t just browse your pipeline randomly—sort it by last activity date.
In TeamGram CRM, this automatically organizes each column with the most recently updated deals at the top and the oldest, untouched deals at the bottom.
Start by working through the bottom of each column:
- Re-engage neglected opportunities.
- Plan next steps.
- Identify which deals may need escalation or a fresh approach.
This method ensures nothing falls through the cracks—and you stay ahead of potential problems.
4. Watch for Stuck Opportunities Highlighted in Pink and Purple
Another important signal to watch for: TeamGram CRM highlights opportunities that stay too long in the same stage.
- If an opportunity spends more time than expected in a stage (thresholds set by your system administrator), its card turns pink.
- If it stays twice as long as expected, the card turns purple.
These color changes are your alerts that the deal may be stuck.
Momentum is critical in sales—if an opportunity lingers too long without progress, something may not be right.
Make it a habit to:
- Review pink and purple-highlighted cards regularly.
- Reach out to customers to re-engage or clarify next steps.
- Consider moving stuck deals back a stage for requalification, or escalate where needed.
If you feel the stuck opportunity thresholds are either too short—highlighting too many deals—or too long—failing to alert you in time, discuss it with your manager to adjust the threshold settings.
Keeping your pipeline moving keeps your closing numbers strong.
5. Always Plan the Next Step
Inside each opportunity card, TeamGram CRM can also show you the earliest upcoming activity linked to that opportunity (If you can’t see it, click the settings icon at the upper right corner of your pipeline, select edit card layout, and enable next steps).
Ideally, every open opportunity should have at least one planned next step—even if it’s just a follow-up call scheduled two weeks from now.
If an opportunity has no next step, you’ll see a blue marker on the card.
This is your signal to think: “What’s the next move here?”
Don’t leave opportunities idle. Proactive planning keeps deals advancing.
6. Use Tags to Organize and Focus Your Efforts
Tags aren’t just for reporting—they can help you manage your time and energy better.
In TeamGram CRM, you can add custom tags to opportunities. These tags show up directly on each opportunity card in the pipeline view (If you can’t see them, click the settings icon at the upper right corner of your pipeline, select edit card layout, and enable tags).
For example, you can start your day focusing only on “Key Accounts” and “Hot Prospects” by visually scanning for the relevant tags—no need to sift through your entire pipeline.
Final Thought: Your Pipeline Is Your Command Center
Managing your day through the pipeline view in TeamGram CRM helps you stay organized, spot risks early, and keep deals advancing steadily.
Make it part of your daily rhythm:
- Review notes.
- Prioritize stalled or stuck deals.
- Plan next actions.
- Focus your time using tags.
When you manage your pipeline actively—not just reactively—you’ll close more deals, build stronger customer relationships, and stay in complete control of your sales day.
TeamGram CRM gives you the tools. Master your pipeline—and master your results.