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Pipeline Management

Sales Pipeline Stages

Create and manage completely customizable pipeline stages that match your unique sales process. Your pipeline is the backbone of your sales workflow, helping you track prospects through every stage of your sales cycle.

Creating Custom Pipeline Stages

Design pipeline stages that perfectly match your sales process:

Navigate to the Pipeline settings in your account
Click "Add New Stage" to create a custom stage
Enter a descriptive name for the stage
Add a description to help your team understand the stage
Set the stage color for visual identification
Choose whether the stage represents a win, loss, or active opportunity
Save and repeat for all your stages

Stage Management Features

Advanced Stage Controls

Drag & Drop Reordering - Easily reorder stages by dragging them into your preferred sequence
Arrow Button Controls - Use up/down arrows for precise stage positioning
Edit in Place - Click on stage names and descriptions to edit them directly
Delete Protection - Confirmation prompts prevent accidental stage deletion
Prospect Migration - When deleting stages, choose where to move existing prospects
Visual Indicators - Color-coded stages for quick visual identification
Stage Statistics - See prospect counts for each stage

Pipeline Views

Kanban Board View

Visual pipeline management with drag-and-drop functionality

Drag prospects between stages
See all prospects at a glance
Quick stage progression
Visual stage capacity indicators

List View

Detailed table view with sorting and filtering

Sort by stage, date, or value
Filter by multiple criteria
Bulk actions on prospects
Export pipeline data

Common Pipeline Examples

Here are some popular pipeline configurations you can use as starting points:

B2B Sales Pipeline

• Lead - Initial contact made
• Qualified - Needs confirmed
• Proposal - Proposal sent

• Negotiation - In discussion
• Closed Won - Deal completed
• Closed Lost - Deal lost

Business Development Pipeline

• Target Identification - Research potential partners
• Initial Outreach - First contact made
• Exploratory Discussion - High-level conversation

• Partnership Evaluation - Deep dive into opportunities
• Proposal Exchange - Formal proposals shared
• Partnership Signed - Agreement finalized

Recruitment Pipeline

• Applied - Application received
• Phone Screen - Initial interview
• Technical Interview - Skills assessment

• Final Interview - Final round
• Offer Made - Job offer extended
• Hired/Rejected - Final decision

Pro Tip

Start with a simple 5-7 stage pipeline and refine it as you learn more about your sales process. Too many stages can create confusion, while too few stages won't provide enough visibility into your process.