Managing your sales pipeline stages

Your pipeline is a visual board of every active opportunity, grouped by stage. Tuning the stages to match how your team actually sells gives you an honest, at-a-glance read on where revenue is and what needs attention today.

Customize your stages

1. Go to Settings, Pipeline, Stages.
2. Rename the default stages to your language, for example New lead, Inspection set, Estimate sent, Proposal signed, and Won.
3. Drag to reorder them in the sequence a deal moves through.
4. Set a stage as won or lost so reporting knows how to count it.

Work the board

Day to day, the pipeline is where your sales team lives. Each card is a deal with the customer, value, and next step right on it.

• Drag a card to a new stage as the deal progresses.
• Click a card to log a call, add a note, or set the next follow-up.
• Filter the board by owner to see one rep's pipeline at a time.

Read the numbers

Each stage shows a total dollar value, so you can see weighted pipeline at a glance. If deals pile up in one stage, that is usually where your process needs help, such as faster estimate turnaround or stronger follow-up.

Pair clean stages with automated follow-up reminders so no opportunity goes cold while it sits in the pipeline.