Relationship Management
Sales Pipeline
Track opportunities from first conversation to closed outcome.
Sales Pipeline helps your team track opportunities in a structured way.
Keep stages meaningful
Your stages should reflect real team behavior, not generic sales labels.
Core terms
Pipeline: your overall sales process.Stage: one step in that process.Deal: one specific opportunity.
| Term | Plain meaning |
|---|---|
| Pipeline | Your full opportunity process |
| Stage | A step in that process |
| Deal | One active opportunity |
What you can do
- create and manage pipelines,
- create and edit deals,
- switch between table and kanban views,
- filter and search deals,
- open deal details and update progress.
Setup flow
- Create a pipeline.
- Define meaningful stages.
- Create deals and link contacts.
- Move deals stage-by-stage.
- Review expected close dates regularly.
Why teams use this
Pipeline visibility helps you quickly see:
- what is active,
- what is stuck,
- and what is likely to close.