Pipelines

What it does

Pipelines define the stages that a deal moves through in your sales process. You can create multiple pipelines for different products, teams, or sales processes. Each pipeline has its own set of ordered stages.

Key actions

• Create pipelines with custom stages
• Rename and reorder stages
• Set win probability percentages per stage
• Create multiple pipelines for different sales processes

Getting started

Go to CRM > Pipelines. A default pipeline is created automatically. Edit its stages to match your sales process, or create additional pipelines as needed.