Pipelines

What it is for

Pipelines track deals through your sales stages on a drag-and-drop board or a list.

First steps

1. Create a pipeline and name its stages.
2. Add a deal against a contact with a value and owner.
3. Drag deals between stages; set stage rules and stale-deal alerts.
4. Use weighted values to see what the pipeline is really worth.

What it includes

• Drag-and-drop boards and list view
• Weighted forecast
• Multiple pipelines with custom stages
• Opportunity scoring rules
• Stale-deal alerts
• Stage requirements and history
• Activity timeline
• Products, line items and linked documents
• Automation and round-robin assignment
• Reusable pipeline templates