Sales Pipelines
Sales pipelines help track deals through customizable stages from initial contact to close.
Pipeline Structure
Pipeline: "Enterprise Sales"
├── Stage 1: Lead (0%)
├── Stage 2: Qualified (20%)
├── Stage 3: Proposal (40%)
├── Stage 4: Negotiation (60%)
├── Stage 5: Verbal Commit (80%)
└── Stage 6: Closed Won (100%)
Pipeline Features
Customizable Stages
- Define unlimited stages per pipeline
- Set probability percentages per stage
- Drag-and-drop deal movement
- Color-coded stage indicators
Deal Management
Each deal in a pipeline tracks:
| Field | Description |
|---|---|
| Contact | Associated client/lead |
| Value | Deal monetary value |
| Probability | Win probability (%) |
| Expected Close | Anticipated close date |
| Stage | Current pipeline stage |
| Owner | Assigned sales rep |
Pipeline Metrics
| Metric | Description |
|---|---|
| Total Pipeline Value | Sum of all deal values |
| Weighted Value | Value × probability |
| Conversion Rate | Deals won / total deals |
| Average Deal Size | Mean deal value |
| Sales Velocity | Average time to close |
Multiple Pipelines
Create separate pipelines for different sales processes:
- Enterprise deals
- SMB sales
- Partnerships
- Renewals
Permissions
| Action | Permission |
|---|---|
| View pipelines | PIPELINE_VIEW |
| Create/edit pipelines | PIPELINE_EDIT |