Sales Pipeline
Move deals from Lead to Won across a visual pipeline.
What it is
The pipeline tracks every open opportunity through your stages, with Kanban, List and Forecast views.
Views
- Kanban — drag deals between stages.
- List — sort and scan every deal.
- Forecast — weighted value by stage for the period.
Workflow
- Create a deal (often converted from a lead) and set its value and stage.
- Advance the stage as the deal progresses.
- On win, create the client and kick off a project; on loss, record the reason.