Pipelines & Opportunities

Pipelines let you track opportunities (deals) as they move through your sales process. Each pipeline has stages arranged as columns on a kanban board, and opportunities are cards you drag between stages.

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Pipelines Overview#

A pipeline represents a sales process - for example, "New Client Onboarding" or "Upsell Pipeline." Each pipeline has its own set of stages and its own board view.

Creating a Pipeline#

1. Click New Pipeline
2. Enter a name
3. Add stages - give each stage a name and, optionally, a win probability percentage used for weighted forecasting
4. Reorder stages by dragging them
5. Click Save

Stage Settings#

Each stage can be configured with:

Setting	Purpose
Name and color	The label and color for the stage column
Win probability	A 0-100% likelihood of closing, used to calculate weighted (forecast) revenue for deals in that stage
Closing stage	Mark a stage as a closing stage - opportunities here are at the end of the process and do not advance further
Required fields	Fields that must be filled in before an opportunity can advance out of the stage
Stale threshold	Flag opportunities that sit in the stage too long without activity

Arrange your active stages in order and place closing stages at the end. Separately, each opportunity carries a status - Open, Won, Lost, or Abandoned - that records its outcome.

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The Kanban Board#

The default view is a kanban board where each stage is a column and each opportunity is a card.

Opportunity Cards#

Each card shows:

• Contact name
• Opportunity name
• Value (dollar amount)
• Assigned user
• Engagement score indicator
• Age (how long the opportunity has been in the pipeline)

Moving Opportunities#

Drag a card from one column to another to move it to a different stage. The stage history is automatically recorded.

When you drag an opportunity to a Won or Lost stage, you may be prompted to enter additional details (close reason, notes).

Board vs. List View#

Toggle between:

• Board view - Kanban columns (default)
• List view - Table with sortable columns for bulk operations

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Creating an Opportunity#

1. Click New Opportunity (or the + button on a stage column)
2. Fill in the details:

Field	Required	Description
Name	Yes	Opportunity title
Contact	Yes	The contact this opportunity is for
Pipeline	Yes	Which pipeline to add it to
Stage	Yes	Starting stage
Value	No	Expected deal value
Assigned to	No	Team member responsible
Expected close date	No	Target close date
Source	No	Where the lead originated

3. Click Create

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Opportunity Detail#

Click an opportunity card to open its detail view. You will find:

Fields#

All the fields listed above, plus custom fields configured in your settings. Edit fields inline by clicking on them.

Products#

Add products to an opportunity to track what is being sold:

• Search your product catalog or add a custom line item
• Set quantity and unit price per product
• Discounts can be applied
• Total value updates automatically based on products

Notes#

Add notes to an opportunity for internal context. Notes are visible to your team and appear in the activity timeline.

Activity Timeline#

A chronological log of everything that has happened with this opportunity - stage changes, field updates, notes added, emails sent, and more.

Scoring#

Opportunities have an engagement score that reflects how active the deal is. Scores are categorized:

Tier	Score Range	Meaning
Hot	76-100	Highly engaged, likely to close
Warm	51-75	Active engagement
Cool	26-50	Some engagement
Cold	0-25	Low engagement, may need attention

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Win/Loss Tracking#

Winning a Deal#

When you mark an opportunity as Won (set its status to Won, or move it to a closing stage):

• The close date is recorded
• The opportunity is marked as closed
• Revenue from the deal is added to your pipeline reporting

Losing a Deal#

When you mark an opportunity as Lost or Abandoned:

• You can optionally enter a loss reason
• The opportunity is marked as closed
• It remains visible for reporting and can be reopened

Reopening#

A closed opportunity can be moved back to an open stage if circumstances change.

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Filtering and Sorting#

Filters#

Filter opportunities by:

• Assigned user
• Stage
• Value range
• Expected close date range
• Tags
• Source
• Custom field values

Sorting#

In list view, sort by any column - name, value, stage, close date, created date, or last updated.

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Bulk Actions#

In list view, select multiple opportunities to:

• Move to a different stage
• Assign to a user
• Add or remove tags
• Delete

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Pipeline Settings#

Each pipeline can be configured with:

• Name and description
• Stages - add, remove, rename, reorder, and set types
• Default assigned user - auto-assign new opportunities
• Scoring rules - customize how engagement scores are calculated for this pipeline

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Summary#

Feature	Detail
Views	Kanban board and list view
Stages	Configurable name, color, win probability, closing-stage flag, required fields, and stale threshold
Opportunity status	Open, Won, Lost, Abandoned
Opportunity fields	Name, contact, value, stage, assigned user, close date, source, custom fields
Products	Line items with quantity, price, and discounts
Scoring	Hot (76+), Warm (51-75), Cool (26-50), Cold (0-25)
Activity	Full timeline of stage changes, field updates, notes, and communications
Bulk actions	Stage change, assignment, tagging, deletion