Sales Pipeline Deep Dive

Track deals through configurable sales pipelines.

Pipeline Stages

Creating Pipelines

1. Go to Sales → Pipelines
2. Click Add Pipeline
3. Add stages:
   • Stage name
   • Win probability (%)
   • Stage order
4. Save

Managing Deals

Create Deal

1. Open a pipeline
2. Click Add Deal in any stage
3. Fill in:
   • Title
   • Client (Contact)
   • Value and currency
   • Probability
   • Expected close date
   • Assigned member

Move Deals

Drag and drop deals between stages on the board view.

Pipeline Analytics

Metric	Description
Total pipeline value	Sum of all active deals
Win rate	Deals won / total closed
Average deal size	Avg value of won deals
Sales cycle	Avg days from lead to close
Stage conversion	% moving to next stage

Deal Fields

Field	Type	Required
Title	String	✅
Client	Contact	❌
Value	Number	❌
Currency	Enum	❌
Probability	Number	❌
Close Date	Date	❌
Stage	Pipeline	✅

Related Pages

• CRM Overview — CRM features
• Contacts Management — contacts
• Pipeline Endpoints — API