What this covers
The Sales Pipeline is built on the Deals feature in the platform.
Kanban stages
Move deals across stages with a simple board. Each column shows total value and deal count.
List view
Scan all deals at once with stage, value, organization/person, notes, and days-in-stage.
Deal age tracking
See how long a deal has been in its current stage so you can spot stuck deals quickly.
How to run your sales pipeline
Keep the pipeline honest. Update stages immediately after key customer events.
Create a deal and set the stage
Add a deal title and choose the correct stage (e.g., Qualified, Demo Shared, Proposal Made). Start accurate.
Add value and context
Add an expected deal value and link an organization + person (optional). Use notes to capture next steps.
Move deals as reality changes
Drag and drop deals between stages as they progress. The system tracks when each deal entered its current stage.
Default stages
Link organizations
Use the linked organization field to keep account context close to the deal.
Link people
Track the main point of contact so follow-ups are fast and consistent.