A pipeline is a sequence of stages a deal passes through.
Set up a pipeline
In Pipelines, create a pipeline and add stages in order — for example Qualified → Proposal Sent → Negotiation → Won / Lost. You can have more than one pipeline (e.g. New Business vs Renewals), each with its own stages. Each stage can have a colour.
Move a deal
Open Deals and change a deal's stage from its card — either from a dropdown, or by dragging it between columns in the pipeline view. The pipeline funnel shows how many deals (and how much value) sit in each stage.
Won and lost
- Mark a deal Won when it closes.
- Mark a deal Lost and pick a lost reason from your configured list — this is what feeds "why are we losing deals?" reporting.
Feeding the pipeline from forms
A form's CRM workflow step can create deals directly — pick Deal as the record type and set the pipeline and starting stage.