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.

Create a Pipeline

Open Pipeline and choose Create pipeline.

A pipeline needs:

• Pipeline name.
• At least one stage.

You can also add:

• Pipeline description.
• Custom stage names.
• Stage colors.

Use separate pipelines when different sales motions need different stages, such as new business, renewals, partnerships, or implementation handoff.

Customize Pipeline Stages

Each pipeline has its own stage list. Add, rename, recolor, delete, or reorder stages so the pipeline matches the way that sales process actually moves.

Move deal cards between stages as work progresses.

Create a Deal

Open Pipeline, select the pipeline where the opportunity should live, and choose Add Deal.

A deal needs:

• Deal name.
• Linked account.

You can also set:

• Stage.
• Deal value.
• Assignee.
• Note.

Each deal belongs to one selected pipeline and uses that pipeline's stages. 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 in the same pipeline 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.
• Choose the pipeline that matches the sales process.
• Create a pipeline deal when there is an opportunity to track.
• Put the deal in the right stage for that pipeline.
• 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.