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Sales Pipelines

Manage multi-stage sales processes with visual pipeline boards and deal tracking.

Overview​

Gauzy provides a CRM pipeline feature that enables sales teams to:

  • Define custom pipeline stages
  • Track deals through the sales cycle
  • Monitor win probability and deal value
  • Generate sales forecasts

Pipeline Management​

Creating a Pipeline​

  1. Navigate to Contacts → Sales Pipelines
  2. Click Add Pipeline
  3. Name the pipeline and add stages:
Prospecting → Qualification → Proposal → Negotiation → Closed

Pipeline Stages​

Each stage represents a step in the sales process:

PropertyDescription
NameStage name
IndexDisplay order
DescriptionStage description

Deal Management​

Creating a Deal​

FieldDescription
TitleDeal name
StageCurrent pipeline stage
ClientAssociated contact
ProbabilityWin probability (0-100%)

Moving Deals​

Drag deals between stages on the pipeline board, or update the stage via the deal edit form.

Pipeline Flow​

Permissions​

ActionRequired Permission
ViewVIEW_SALES_PIPELINES
EditEDIT_SALES_PIPELINES

API Reference​

See Pipeline & Deal Endpoints for the API documentation.