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Where Business Meets Simplicity

We get it—running a business, managing clients, building funnels, sending campaigns… it’s a lot. That’s why we created Tekmatix: to make it easier. And this blog? It’s your space to learn, grow, and stay inspired.

Here, we break down the complex stuff into real-world advice, practical tools, and stories from people just like you. No tech jargon. No fluff. Just helpful content you can use right now.

Use the search bar below to look for help articles you need.

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

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Use the search bar below to look for help articles you need.

Latest Blog Posts

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
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Marketing

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
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Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
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CRM

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
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Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
Back to Blog

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Web Design

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
Back to Blog
Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

March 06, 20251 min read

Automate & Close More Sales with a Custom Sales Pipeline in TekMatix

1️⃣ Set Up Your Custom Sales Pipeline

Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name and add custom stages to reflect how leads progress through your sales process—from New Lead to Closed Deal.

Once your pipeline is built, click Save and return to Opportunities to see your pipeline in action, where you can create, sort, and manage all your deals in one place.

2️⃣ Import or Create Opportunities Manually

If you already have a list of contacts, click Import to bulk-upload your opportunities. Map your CSV fields correctly (e.g., use the business name as the opportunity name), then click Start Bulk Import.

To create a new opportunity manually, click Add Opportunity, choose an existing contact or enter a new contact’s details, assign them to a pipeline and stage, and add their status, opportunity value, and other details.

3️⃣ Track & Automate Your Sales Process

Once your opportunities are in TekMatix, you can move them through stages, track progress, and automate key actions.

🔹 Switch between Grid & List View to get a clear overview of deals.

🔹 View real-time analytics in your dashboard, tracking opportunity status, value, and conversion rates.

🔹 Set up automations to trigger follow-ups, reminders, or emails when leads progress through the pipeline.

Get TekMatix today and build your custom sales pipeline!

www.tekmatix.com

#SalesPipeline #LeadManagement #BusinessAutomation #TekMatix #CRM #CloseMoreDeals #SalesSuccess #AutomationForGrowth

salesautomatesalesautomation
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© TekMatix 2025

© TekMatix 2025