Manage the Sales Pipeline
Create deals, move them through stages, assign owners, and track deal value in Vuuli.
Use Pipeline to track real sales opportunities after a company becomes worth active follow-up.
Pipeline Stages
The Sales Pipeline tracks deal momentum across stages:
- New
- Contacted
- Qualified
- Negotiation
- Closed Won
- Closed Lost
Move deal cards between stages as work progresses.
Create a Deal
Open Pipeline and choose Add Deal.
A deal needs:
- Deal name.
- Linked account.
You can also set:
- Stage.
- Deal value.
- Assignee.
- Note.
Use the linked account to keep the opportunity tied to the company record, contacts, tasks, and notes.
Update a Deal
Open a deal card to edit the deal name, stage, value, account, assignee, and note.
Use the card menu to move a deal to another stage or delete the deal when it should no longer be tracked.
Add Next-Action Context
Deal cards support short notes for next action or context. Note types include email, call, SMS, meeting, and other.
Use these notes for the immediate next step. Use a full workspace note when the context is longer or should be available from the Notes page.
Recommended Pipeline Workflow
For each sales opportunity:
- Keep the company in Accounts.
- Link the relevant people in Contacts.
- Create a pipeline deal when there is an opportunity to track.
- Assign the deal owner.
- Set the deal value when it is known.
- Add a task for the next due action.
- Move the deal only when the sales situation actually changes.