Pipelines & Stages
For a step-by-step guide on setting up your first pipeline, see Your First Pipeline.
How pipelines work
Section titled “How pipelines work”A pipeline defines the stages a deal moves through — from first contact to close. Each pipeline has:
- A name
- A set of stages in order
- One stage marked as default pipeline (used when creating deals)
Pipeline templates
Section titled “Pipeline templates”When creating a new pipeline, choose a template to start with pre-configured stages:
| Template | Stages |
|---|---|
| B2B Sales | Lead (10%), Qualified (30%), Proposal (50%), Negotiation (70%), Won (100%), Lost (0%) |
| Real Estate | Inquiry, Viewing, Offer, Negotiation, Closed, Lost |
| Consulting | Discovery, Proposal, Review, Contract, Won, Lost |
| E-commerce | New Order, Processing, Shipped, Delivered, Returned |
| Blank | Empty — define your own stages |
Stage properties
Section titled “Stage properties”Each stage has:
| Property | Description |
|---|---|
| Name | Display name of the stage |
| Position | Order in the pipeline (drag to reorder) |
| Terminal | If checked, the deal ends at this stage |
| Won | If checked (and Terminal), this is a successful close. Only visible when Terminal is checked. |
| Default probability | Auto-assigned to deals entering this stage (0–100%) |
Terminal stages
Section titled “Terminal stages”Terminal stages mark the end of a deal:
- Terminal + Won — deal was successfully closed (shows green “Won” badge)
- Terminal + Not Won — deal was lost (shows gray “Terminal” badge)
When a deal enters a terminal stage (via drag-and-drop or manual change), a modal asks for close details:
- Won: actual revenue and close notes
- Lost: loss reason and close notes
Revenue forecast
Section titled “Revenue forecast”The Revenue Forecast widget on your dashboard calculates:
Sum of (deal value x probability / 100) for all open deals
Setting realistic probability values on your stages makes this forecast more useful for planning.