Revenue
Pipeline
Manage opportunities visually across sales stages
Pipeline presents deal cards in stages so teams can understand current state, value, ownership, and movement
What this workspace includes
- Stage columns
- Deal cards
- Drag or stage update
- Pipeline totals and filters
Complete workflow
- 1
Choose the pipeline view
Set the intended scope
- 2
Review each stage
Identify aging or priority deals
- 3
Update real movement
Move a deal when its sales state changes
- 4
Open the deal
Maintain detail and next action
How records and settings behave
- Deal stage determines card placement
- Stage changes feed reporting and forecasting
- Filters change the visible subset
Working effectively
- Define stage entry criteria
- Avoid moving deals based only on optimism
- Keep next steps current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Pipeline?
Set the intended scope
When is my work saved?
Deal stage determines card placement
How do I confirm the result?
Return to the related list or detail view and review its current status. Filters change the visible subset