Overview:
A Deal Pipeline represents your sales process from initial opportunity to closed‑won (or lost). Each Pipeline is broken into Stages (e.g., Qualification, Proposal, Negotiation) that track a deal’s progress and help forecast revenue.
Steps:
In the top menu, go to Leads & Deals → Pipelines.
Select an existing pipeline to view its stages, or create a new one.
Note that each stage has a name, probability (for forecasting), and order.
Understand that deals move sequentially through stages as they advance.
Tips & Best Practices:
Limit each pipeline to 5–7 stages for clarity.
Assign realistic probability percentages to each stage for accurate forecasting.
Use consistent naming (e.g., “Proposal Sent” vs. “Proposal”) across pipelines.
Troubleshooting / FAQs:
Q: I don’t see any pipelines listed.
A: You may need to create one—click + New Pipeline to get started.
Q: Why are my deals not showing in the pipeline view?
A: Ensure each deal has been assigned to the correct pipeline and stage.