Pipelines

What is a Pipeline?

A Pipeline defines the stages that your leads or deals go through from start to finish. It's the backbone of your sales process — each stage represents a step closer to conversion.

Default Pipelines by Industry

Real Estate

Stage	Probability	Description
New Inquiry	5%	Fresh lead captured
Contacted	10%	First outreach done
Site Visit Scheduled	20%	Visit confirmed
Site Visit Done	35%	Visit completed
Interested	50%	Buyer shows intent
Negotiation	65%	Price/terms discussion
Token Received	80%	Advance payment received
Booked	95%	Agreement signed
Registered	100% ✅	Registration complete
Lost	0% ❌	Lead not converting

General Sales / B2B

Stage	Probability	Description
New	5%	Just entered the system
Contacted	15%	Initial outreach done
Qualified	30%	Meets ICP criteria
Proposal Sent	50%	Quote/proposal shared
Negotiation	70%	Terms being discussed
Closed Won	100% ✅	Deal signed
Closed Lost	0% ❌	Didn't convert

Education

Stage	Probability	Description
New Inquiry	5%	Student/parent reached out
Contacted	15%	Counselor spoke to them
Campus Visit	30%	Visit scheduled/done
Application Received	50%	Form submitted
Admission Offered	75%	Seat offered
Enrolled	100% ✅	Fees paid, confirmed
Dropped	0% ❌	Chose another institution

Automotive

Stage	Probability	Description
New Inquiry	5%	Customer walked in/called
Test Drive Scheduled	20%	Drive booked
Test Drive Done	40%	Customer drove the vehicle
Quotation Given	55%	Price shared
Negotiation	70%	Discussing price/exchange
Booking Confirmed	90%	Payment received
Delivered	100% ✅	Handover complete
Lost	0% ❌	Customer didn't buy

Managing Pipelines

Accessing Pipeline Settings

1. Go to Settings → Pipelines
2. View all configured pipelines
3. Click on a pipeline to edit

Creating a New Pipeline

1. Click + New Pipeline
2. Enter:
   • Pipeline Name — e.g., "Enterprise Sales", "Inbound Leads"
   • Entity Type — Lead or Deal
   • Set as Default — Whether new records use this pipeline
3. Add stages (see below)

Adding Stages

For each stage:

• Stage Name — Clear, action-oriented (e.g., "Proposal Sent" not "Stage 3")
• Order — Position in the pipeline (drag to reorder)
• Probability — Win likelihood at this stage (0-100%)
• Color — Visual identifier
• Is Won — Check if this is a "closed won" terminal stage
• Is Lost — Check if this is a "closed lost" terminal stage

Editing Stages

• Click on any stage to edit name, probability, or color
• Drag stages to reorder
• Delete stages (existing records in that stage will need reassignment)

Multiple Pipelines

Create separate pipelines for different processes:

• Inbound Leads — Website → Qualified → Demo → Proposal → Won
• Outbound Sales — Cold Call → Meeting → Needs Analysis → Proposal → Won
• Renewals — Due Soon → Contacted → Negotiation → Renewed → Churned
• Partnerships — Identified → Approached → Proposal → Agreement → Active

Each lead/deal can only belong to one pipeline.

Pipeline Features

Probability & Forecasting

• Each stage has a probability percentage
• Deal amount × probability = weighted value
• Pipeline total = sum of all weighted values
• Used for monthly/quarterly revenue forecasting

Stage-Based Automation

Trigger workflows when a lead enters a specific stage:

• Send WhatsApp on "Site Visit Scheduled"
• Create task on "Proposal Sent"
• Notify manager on "Negotiation"
• Send invoice on "Won"

Pipeline Analytics

View performance metrics:

• Conversion Rate — % of leads reaching "Won" stage
• Average Cycle Time — Days from first stage to close
• Stage Duration — How long leads stay in each stage
• Drop-off Points — Where most leads exit the pipeline
• Value by Stage — Total deal value at each stage

Quick Filters by Stage

From the Leads/Deals list:

• Filter by specific stage
• See count per stage
• Quick move between stages via dropdown

Best Practices

• Keep it simple — 5-8 stages maximum
• Name stages after actions — "Proposal Sent" tells the rep what happened
• Set realistic probabilities — Based on your historical conversion data
• Use terminal stages — Always have clear "Won" and "Lost" endpoints
• Review quarterly — Adjust stages and probabilities based on actual performance
• Don't skip stages — Even if a deal moves fast, log each stage for accurate analytics
• Document stage criteria — Define what qualifies a lead to move to the next stage

Tips

• Use Pipeline View on the dashboard to see your funnel visually
• Set up Stage Change Notifications to keep managers informed
• Track Stage Duration to identify bottlenecks in your process
• Create Separate Pipelines for significantly different sales motions
• Use Probability Override on individual deals when you know better than the default