Sales Pipeline
The sales pipeline is a visual Kanban board where you manage all your deals from first contact to close. Each deal is represented as a card that moves through customizable stages.Pipeline View
When you open the Pipeline section, you see columns representing each stage of your sales process. The default stages are:- Prospecting — Initial contact, research phase
- Qualification — Confirming the lead has budget, authority, need, and timeline
- Proposal — Presenting your offer or quote
- Negotiation — Discussing terms, handling objections
- Closed Won — Deal successfully closed
- Closed Lost — Deal did not proceed
Your administrator can customize pipeline stages to match your company’s specific sales process. Contact your admin if the default stages do not fit your workflow.
Working with Deal Cards
Each card on the pipeline displays:- Contact name and company
- Deal value in your local currency
- Expected close date
- Assigned sales rep (avatar)
- Priority indicator (color-coded)
- Days in stage — how long the deal has been in the current column
Creating a New Deal
Click the + button
Click the + New Deal button at the top of the pipeline, or press
N on your keyboard.Fill in deal details
Enter the contact name, company, deal value, expected close date, and select the initial stage.
Add optional information
Include notes, attach files, add custom field values, and link to an existing lead if applicable.
Moving Deals Between Stages
There are two ways to move a deal:- Drag and drop — Click and hold a card, then drag it to the target column
- Card menu — Click the card to open it, then select the new stage from the Stage dropdown
- Records the stage change in the deal history
- Updates your pipeline metrics
- Awards gamification points for forward movement
- Triggers any automation workflows configured for that stage transition
Editing a Deal
Click any card to open the deal detail view. From here you can:- Edit all deal fields (value, close date, stage, priority)
- View the complete history of changes
- Add notes and comments
- Attach files (contracts, proposals, presentations)
- See linked leads and contacts
- View associated activities and tasks
Filtering and Sorting
The pipeline supports several ways to find and organize deals:Quick Filters
Use the filter bar above the pipeline to filter by:| Filter | Options |
|---|---|
| Assigned to | Specific sales rep or “My deals” |
| Priority | High, Medium, Low |
| Value range | Minimum and maximum deal value |
| Close date | This week, this month, this quarter, custom range |
| Tags | Any tags applied to deals |
| Created date | When the deal was created |
Sorting
Within each column, cards can be sorted by:- Value (highest or lowest first)
- Close date (nearest or farthest)
- Days in stage (longest or shortest)
- Priority (highest first)
- Alphabetical (contact name)
Saved Views
You can save filter and sort combinations as named views for quick access. Click Save View after applying your filters, give it a name, and it appears in the view selector dropdown.Pipeline Metrics
At the top of the pipeline view, you see real-time metrics:- Total pipeline value — Sum of all open deals
- Weighted value — Value adjusted by stage probability
- Deal count — Number of deals per stage
- Average deal size — Mean value across all deals
- Average time in stage — How long deals stay in each column
Best Practices
- Update deals daily — Keep card information current so your pipeline reflects reality
- Use notes — Document key conversations and next steps on each deal
- Set realistic close dates — Accurate dates improve forecast reliability
- Move or close stale deals — Do not let dead deals inflate your pipeline value
- Use priority levels — Focus on high-priority deals first