A sales manager can use a sales pipeline to track everyone's data by inputting their sales pipeline preferences in the Fields tab. This includes static inputs like sales report name, year, company name, and the event being tracked. The manager can also choose the pipeline data formatting, including preferred currency and date formats. The pipeline display and the input fields sections impact the look of the rest of the pipeline, indicating what lead information is to be displayed on the pipeline. Any information checked in these boxes will appear on the pipeline visualization.
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