Guide
How to manage a daily sales pipeline
A simple SMB pipeline: daily columns, follow-up flags, and a board that tells you who to work today.
A pipeline only works if someone looks at it every day. For a small team, that means a short list—not a forecast spreadsheet you update on Fridays.
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Use a few statuses
KASHDI CRM: Prospect → Contacted → Engaged → Replied → Lead → Won / Lost. Move the card when the conversation changes, not when you “feel busy.”
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Let due work surface
Today pulls first emails and follow-ups that are actually waiting. Sales Tracker tracks deal follow-up dates and overdue flags.
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Protect the cap
Plans include a prospect quota. That is intentional: a 100- or 500-person CRM you work is more valuable than a 20,000-row sheet you ignore.
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