Pipelines

Create and manage sales pipelines with custom stages for tracking deal progression.

Pipelines

Pipelines define the stages your deals move through — from initial contact to closed/won.

Creating a Pipeline

1. Go to Opportunities → Pipelines Manager tab
2. Click + New Pipeline
3. Name your pipeline (e.g., "Sales Pipeline", "Partner Onboarding")
4. Add stages in order:

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Example Pipeline Stages

Stage	Description
New Lead	Fresh opportunity, not yet contacted
Contacted	Initial outreach made
Qualified	Lead meets your criteria
Proposal Sent	Offer or quote delivered
Negotiation	Discussing terms
Closed Won	Deal completed successfully
Closed Lost	Deal did not close

Managing Pipeline Stages

Adding Stages

Click + Add Stage at the end of your pipeline. Name it and set a color for visual identification.

Reordering Stages

Drag stages to rearrange the order. The order represents the natural deal progression.

Editing Stages

Click the ⚙️ icon on any stage to rename it or change its color.

Deleting Stages

Remove a stage (deals in that stage will need to be moved first).

Switching Between Pipelines

Use the pipeline selector dropdown at the top of the Opportunities page to switch between your pipelines. Each pipeline has its own set of stages and deals.

Tip: You can deep-link to a specific pipeline using the URL — share the link with team members to send them directly to the right view.