Manage Sales Pipelines

Use Pipeline to track real sales opportunities after a company becomes worth active follow-up. A workspace can have multiple pipelines, and each pipeline can have its own stages.

Goal

After this guide, you can create a pipeline, customize its stages, add a deal to the right pipeline, and keep the next sales action visible.

When to Use Multiple Pipelines

Use one pipeline when deals move through the same process and the same stages.

Use separate pipelines when different sales motions need different stages. Examples:

• New business, when a new customer moves from prospecting to conversation and proposal.
• Expansion sales, when you track an add-on service or expansion for an existing customer.
• Partnerships, when progress depends on the collaboration model rather than a standard proposal process.
• Implementation handoff, when a won deal needs to move from sales to delivery.

Do not create a new pipeline only because the deal value, industry, or owner changes. Create a new pipeline when the stages need to be different.

Create a Pipeline

1. Open Pipeline.
2. Select the current pipeline menu.
3. Choose Create pipeline.
4. Name the pipeline, such as New business, Expansion sales, or Partnerships.
5. Add a description if it helps the team know which opportunities belong in the pipeline.
6. Choose a template or customize the stages yourself.
7. Check that every stage has a name and color.
8. Reorder the stages to match the way sales actually moves.
9. Save the pipeline.

A pipeline needs a name and at least one stage. A stage name cannot be empty.

Customize Stages

Each pipeline has its own stage list. You can add, rename, recolor, delete, and reorder stages.

A good stage tells the team what has actually happened in the deal. For example, Need confirmed is usually more useful than Interested because it describes a clearer decision point.

When you edit stages:

1. Open the pipeline whose stages you want to change.
2. Add a stage at the end of the columns if the process is missing a step.
3. Open the stage menu if you want to change the name or color.
4. Drag a stage to a new position if the process order changes.
5. Delete a stage only when it is no longer needed in that process.

Stage color helps distinguish stages in the view. It does not replace a clear name.

Create a Deal

1. Open Pipeline.
2. Select the pipeline where the opportunity should live.
3. Choose Add Deal.
4. Enter the deal name.
5. Select the account the deal belongs to.
6. Select the stage.
7. Add the deal value if it is known.
8. Assign an owner if your team has multiple users.
9. Save the deal.

Each deal belongs to one selected pipeline and uses that pipeline's stages. The linked account keeps the opportunity tied to the company record, contacts, tasks, and notes.

If you add a deal directly from a stage column, Vuuli uses that pipeline and stage as the default.

Update Deal Progress

Move a deal from one stage to another when the sales situation actually changes.

You can update a deal in two ways:

• Drag the deal card to another stage.
• Open the deal card menu and select a new stage.

Each stage column also shows the deal count and the total value for that stage. Use those numbers in sales reviews to see where deals are concentrated.

Do not move a deal forward only because time has passed. Move it when the buyer's situation, agreed next step, or decision point has changed.

Add Next-Action Context

A deal card can include a short note for the next action or important context. Note types are:

• Email
• Phone
• SMS
• Meeting
• Other

Use this for a short next-action note. For example:

Call on Friday and confirm whether the proposal should include two or three users.

Use a full workspace note when the context is longer or should be available from the Notes page.

Check the Pipeline in a Sales Review

Before a sales review, check that:

• Every active deal is in the right pipeline.
• Every deal has a stage that matches the current situation.
• Each deal has an owner.
• Deal value is added when it is known.
• The next action is captured as a task or a deal-card note.
• Cold prospects are not filling the pipeline before there is a real opportunity to track.

See also manage tasks if you want follow-ups to have due dates and owners.

Recommended Workflow

For each sales opportunity:

1. Keep the company in Accounts.
2. Link the relevant people in Contacts.
3. Choose the pipeline that matches the sales process.
4. Create a pipeline deal when there is an opportunity to track.
5. Put the deal in the right stage for that pipeline.
6. Assign the deal owner.
7. Set the deal value when it is known.
8. Add a task for the next due action.
9. Move the deal only when the sales situation actually changes.