Deal Pipeline Management

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Pipeline Overview

The deal pipeline is displayed as a Kanban-style board where each column represents a pipeline stage and each card represents a deal.

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Pipeline Stages

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Default Stages

New/Qualification:

• Initial stage for new deals
• Qualification and discovery
• First contact stage

Proposal:

• Proposal sent stage
• Negotiation begins
• Active discussions

Negotiation:

• Finalizing terms
• Contract discussions
• Closing process

Closed Won:

• Successfully closed deals
• Won opportunities
• Final stage for success

Closed Lost:

• Deals closed without success
• Lost opportunities
• Archived deals

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Customizing Stages

You can customize pipeline stages:

• Add custom stages
• Remove stages (except required)
• Reorder stages
• Set stage colors
• Define default stage

Deal Fields

Learn how to customize pipeline stages

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Pipeline Board

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Column View

Each stage appears as a column:

• Stage name at top
• Deal count in column
• Total value in column
• Deal cards below

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Deal Cards

Each deal appears as a card showing:

• Deal title
• Deal value
• Key custom fields (up to 2)
• Current stage indicator
• Creator information (if organization)

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Drag and Drop

Move deals between stages:

1. Click and hold deal card
2. Drag to target stage column
3. Drop in new stage
4. Deal moves automatically

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Pipeline Actions

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Move Deal

Change deal stage:

• Drag and drop on board
• Select stage from dropdown (in deal details)
• Update via deal edit
• Bulk move operations

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View Deal Details

Click on deal card to:

• See full deal information
• Edit deal details
• Update custom fields
• Change deal value
• View deal history

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Create Deal

Add new deal:

1. Click “New Deal” button
2. Enter deal title
3. Set initial value (optional)
4. Deal created in default stage
5. Can move to appropriate stage

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Pipeline Statistics

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Stage Statistics

Each column shows:

• Deal Count: Number of deals in stage
• Total Value: Sum of all deal values in stage
• Percentage: Percentage of total pipeline

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Overall Statistics

Pipeline overview shows:

• Total deals across all stages
• Total pipeline value
• Average deal value
• Stage distribution

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Filtering Pipeline

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Active Pipeline

View active deals:

• Excludes Closed Won
• Excludes Closed Lost
• Shows deals in progress
• Default view

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Archived

View archived deals:

• Shows Closed Lost deals
• Archived opportunities
• Historical deals
• Separate tab/view

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Filters

Filter deals by:

• Status: Active, Won, Lost
• Stage: Specific pipeline stage
• Date Range: Created date filter
• Search: Deal title or source

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Best Practices

1. Keep Updated: Regularly move deals through stages
2. Use Stages Appropriately: Follow your sales process
3. Track Progress: Monitor stage progression
4. Set Realistic Values: Use accurate deal values
5. Review Regularly: Check pipeline health

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Related Topics

Managing Deals

Learn how to create and edit deals

Deal Fields

Customize your pipeline stages