Pipelines & Opportunities

Pipelines let you track opportunities (deals) as they move through your sales process. Each pipeline has stages arranged as columns on a kanban board, and opportunities are cards you drag between stages.

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Pipelines Overview

A pipeline represents a sales process - for example, "New Client Onboarding" or "Upsell Pipeline." Each pipeline has its own set of stages and its own board view.

Creating a Pipeline

1. Click New Pipeline
2. Enter a name
3. Add stages - each stage needs a name and a type (open, won, or lost)
4. Reorder stages by dragging them
5. Click Save

Stage Types

You can have multiple open stages (representing steps in your process) but typically one won and one lost stage at the end.

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The Kanban Board

The default view is a kanban board where each stage is a column and each opportunity is a card.

Opportunity Cards

Each card shows:

• Contact name
• Opportunity name
• Value (dollar amount)
• Assigned user
• Engagement score indicator
• Age (how long the opportunity has been in the pipeline)

Moving Opportunities

Drag a card from one column to another to move it to a different stage. The stage history is automatically recorded.

When you drag an opportunity to a Won or Lost stage, you may be prompted to enter additional details (close reason, notes).

Board vs. List View

Toggle between:

• Board view - Kanban columns (default)
• List view - Table with sortable columns for bulk operations

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Creating an Opportunity

1. Click New Opportunity (or the + button on a stage column)
2. Fill in the details:

3. Click Create

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Opportunity Detail

Click an opportunity card to open its detail view. You will find:

Fields

All the fields listed above, plus custom fields configured in your settings. Edit fields inline by clicking on them.

Products

Add products to an opportunity to track what is being sold:

• Search your product catalog or add a custom line item
• Set quantity and unit price per product
• Discounts can be applied
• Total value updates automatically based on products

Notes

Add notes to an opportunity for internal context. Notes are visible to your team and appear in the activity timeline.

Activity Timeline

A chronological log of everything that has happened with this opportunity - stage changes, field updates, notes added, emails sent, and more.

Scoring

Opportunities have an engagement score that reflects how active the deal is. Scores are categorized:

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Win/Loss Tracking

Winning a Deal

When you move an opportunity to a Won stage (or change its status to Won):

• The close date is recorded
• The opportunity is marked as closed
• Revenue from the deal is added to your pipeline reporting

Losing a Deal

When you move an opportunity to a Lost stage:

• You can optionally enter a loss reason
• The opportunity is marked as closed
• It remains visible for reporting and can be reopened

Reopening

A closed opportunity can be moved back to an open stage if circumstances change.

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Filtering and Sorting

Filters

Filter opportunities by:

• Assigned user
• Stage
• Value range
• Expected close date range
• Tags
• Source
• Custom field values

Sorting

In list view, sort by any column - name, value, stage, close date, created date, or last updated.

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Bulk Actions

In list view, select multiple opportunities to:

• Move to a different stage
• Assign to a user
• Add or remove tags
• Delete

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Pipeline Settings

Each pipeline can be configured with:

• Name and description
• Stages - add, remove, rename, reorder, and set types
• Default assigned user - auto-assign new opportunities
• Scoring rules - customize how engagement scores are calculated for this pipeline

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Summary