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What can we help you with?
Audience: Customer
Module: CRM
Time to read: 4 minutes
Applies to: All plans
Quick answer
Sales pipelines visualize where deals are and what needs to happen next.
How pipelines work
A pipeline consists of:
• Defined sales stages
• Clear exit criteria per stage
• Expected deal values
Step-by-step
1. Define your sales stages
2. Move opportunities through stages as progress is made
3. Update deal values and expected close dates
4. Review pipeline regularly
What you should see
A healthy pipeline shows:
• Deal flow
• Bottlenecks
• Revenue forecast
Common mistakes
• Skipping stages
• Leaving deals stagnant
Best practice
A pipeline should reflect reality, not optimism.
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• How does CRM connect to Finance?