Pipelines

Pipelines help you organize and track your sales process by defining sequential stages that opportunities move through. Sales

What is a Pipeline?

A pipeline is a structured workflow representing your sales process. Each pipeline contains ordered stages that define the journey from initial lead to closed deal.

Multiple Pipelines

Create separate pipelines for different sales processes (e.g., B2B, B2C, Enterprise).

Custom Stages

Define stages that match your unique sales workflow.

Stage Reordering

Easily reorder stages using up/down controls.

Team Scoped

Each team has its own isolated pipelines.

Creating a Pipeline

1. Navigate to Pipelines

   Go to CRM → Pipelines from the sidebar navigation.

   

2. Click New Pipeline

   Click the + New Pipeline button in the left panel.

   

3. Enter Pipeline Details

   • Name: A clear, descriptive name (e.g., “Sales Pipeline”, “Enterprise Deals”)
   • Description: Optional context about when to use this pipeline

   

4. Save

   Click OK to create the pipeline. It will appear in the pipelines list.

Managing Stages

Once you’ve created a pipeline, you can add stages to define your sales workflow.

Adding Stages

1. Select a Pipeline

   Click on a pipeline in the left panel to view its stages.

2. Click New Stage

   Click the + New Stage button above the stages table.

   

3. Enter Stage Name

   Give the stage a clear, action-oriented name (e.g., “Lead”, “Qualified”, “Proposal”).

4. Save

   Click OK to add the stage. New stages are added at the end of the list.

Reordering Stages

Use the arrow buttons in the Actions column to move stages up or down in the sequence:

• ↑ (Up arrow): Move stage earlier in the pipeline
• ↓ (Down arrow): Move stage later in the pipeline

Stage Order Best Practice

Order stages to reflect the natural progression of your sales process, from initial contact to final outcome.

Pipeline Stages

Example Stages

#	Stage	Description
1	Lead	Initial contact, needs qualification
2	Qualified	Confirmed fit and interest
3	Proposal	Sent pricing or proposal
4	Closed Won	Deal completed successfully

Stage Properties

Property	Description
Name	Display name shown in lists and tables
Order	Position in the pipeline sequence (auto-managed)
Probability	Optional likelihood of closing at this stage

Editing and Deleting

Edit a Pipeline or Stage

Click the Edit button next to any pipeline or stage to modify its details.

Delete a Pipeline

Caution

Deleting a pipeline will remove all its stages. This action cannot be undone.

Click Delete next to a pipeline and confirm the action.

Delete a Stage

Click Delete next to a stage to remove it from the pipeline.

Mobile Support

The Pipelines page is fully responsive:

• On mobile devices, the pipelines list appears in a slide-out drawer
• Tap the menu icon to access the pipelines list
• All stage management features work on mobile

Best Practices

Pipeline Tips

• Keep stages simple — 4-6 stages typically works best
• Use clear names — Stage names should indicate the action or status
• Order logically — Stages should flow naturally from start to finish
• Separate pipelines — Create different pipelines for distinct sales processes

Pipeline Examples

Pipeline	Example Stages	Use Case
Sales	Lead → Qualified → Proposal → Closed Won	Standard B2B sales
Enterprise	Discovery → Demo → POC → Contract	High-touch deals
Support	New → In Progress → Resolved	Support ticket tracking
Onboarding	Signed → Setup → Training → Active	Customer onboarding

Related Topics

Contacts Manage customer and lead contacts

Workflows Automate actions based on events

Reports View CRM analytics and insights

CRM Overview Full CRM feature overview