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Pipeline

The Pipeline module helps you track sales opportunities and deals as they progress through your sales process.

Overview​

The Pipeline module allows you to:

  • Track sales opportunities
  • Manage deal stages
  • Forecast revenue
  • Monitor sales team performance

Pipeline View​

Navigate to CRM → Pipeline to see your sales pipeline.

Kanban View​

The default view shows opportunities as cards across stages:

  • Lead - Initial inquiry or prospect
  • Qualified - Confirmed as a valid opportunity
  • Proposal - Quote or proposal sent
  • Negotiation - Discussing terms
  • Closed Won - Deal completed successfully
  • Closed Lost - Deal did not close

Drag and drop cards between stages to update status.

List View​

Switch to list view to see opportunities in a table format with:

  • Opportunity name
  • Client/Prospect
  • Value
  • Stage
  • Expected close date
  • Owner

Creating an Opportunity​

  1. Click + Add Opportunity
  2. Enter opportunity details:
    • Name - Description of the opportunity
    • Client - Existing client or new prospect
    • Value - Expected deal value
    • Stage - Current stage in pipeline
    • Expected Close - Anticipated close date
    • Owner - Assigned sales rep
  3. Click Save

Opportunity Details​

Click on an opportunity to view:

Overview​

  • Deal value and stage
  • Probability of close
  • Key dates

Activities​

  • Calls, meetings, emails
  • Log new activities

Notes​

  • Internal notes and strategy
  • Communication history

Products​

  • Products/services included in the deal

Managing the Pipeline​

Moving Opportunities​

  • Drag cards between stages in Kanban view
  • Or edit the opportunity and change the stage

Updating Probability​

As deals progress, update the close probability:

  • Lead: 10%
  • Qualified: 25%
  • Proposal: 50%
  • Negotiation: 75%
  • Closed Won: 100%
  • Closed Lost: 0%

Closing Deals​

When a deal closes:

  1. Move to Closed Won or Closed Lost
  2. Add notes about the outcome
  3. If won, create the client record (if new)

Pipeline Analytics​

View pipeline metrics:

  • Total pipeline value
  • Weighted pipeline (by probability)
  • Conversion rates by stage
  • Average deal size
  • Sales cycle length

Best Practices​

  1. Keep stages updated - Move deals promptly
  2. Log activities - Record all interactions
  3. Set realistic values - Be accurate with deal values
  4. Review regularly - Weekly pipeline reviews
  5. Clean stale deals - Close or archive old opportunities