Create and configure sales pipelines to track your deals through every stage.
Last updated: March 6, 2026
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What Are Pipelines?
A pipeline is a visual representation of your sales process. Each pipeline contains stages that a deal moves through — from initial contact to closed-won (or lost). Think of it as a Kanban board for your revenue.
Creating Your First Pipeline
Navigate to Deals in the sidebar
Click the Pipelines tab
Click Create Pipeline
Enter a name (e.g., "Sales Pipeline", "Partnerships", "Upsell")
Add stages in order — each stage has a name, color, and optional win probability
Recommended Stage Structure
For a typical B2B sales pipeline:
Lead (10%) — Initial interest, no qualification yet
Qualified (25%) — Budget, authority, need, and timeline confirmed
Proposal Sent (50%) — Formal proposal or quote delivered
Negotiation (75%) — Pricing or terms under discussion
Closed Won (100%) — Deal signed and revenue booked
Closed Lost (0%) — Deal did not close
Win probabilities are used for revenue forecasting in the Reports dashboard.
Managing Stages
Reordering Stages
Drag and drop stages in the pipeline settings to reorder them. The leftmost stage is where new deals start by default.
Editing a Stage
Click the gear icon on any stage to:
Rename it
Change the color
Update the win probability
Set automation triggers (e.g., send an email when a deal enters this stage)
Deleting a Stage
When you delete a stage, you will be prompted to move existing deals to another stage. No data is lost.
Multiple Pipelines
You can create as many pipelines as your business needs. Common patterns:
By product line — one pipeline per product or service
By team — separate pipelines for sales, partnerships, and customer success
By region — geographic pipelines for territory management
Pipeline Automation
Combine pipelines with the Workflow engine to automate repetitive tasks:
Auto-assign deals to team members based on lead source