Pipeline and Deal Management

The Pipeline feature gives you a visual Kanban board to track deals from prospect to close.

Default Pipeline Stages

1. Prospect: Initial contact identified
2. Qualified: Contact meets your ideal customer profile
3. Proposal: Proposal or quote sent
4. Negotiation: Active discussions on terms
5. Closed Won: Deal successfully closed
6. Closed Lost: Deal did not close

Creating Deals

1. Go to the Pipeline page
2. Click Add Deal
3. Enter deal name, value, and associated contact
4. Assign to a pipeline stage

Managing Deals

• Drag and drop deals between stages on the Kanban board
• Click any deal to view details, notes, and activity history
• Set expected close dates for forecasting
• Assign deals to team members

Pipeline Analytics

The Analytics page shows:

• Conversion rates between stages
• Average deal cycle time
• Win rate trends
• Pipeline value by stage