Design your pipeline
A pipeline is a list of stages a deal moves through, from New Lead to Closed-Won or Closed-Lost. A typical flow looks like this:
- New lead
- Contacted
- Qualified
- Proposal sent
- Negotiation
- Closed-won
- Closed-lost
Create or edit a pipeline
- Open CRM, then Pipelines, and select New Pipeline.
- Give each stage a name and an optional probability value.
- Assign an owner role that manages each stage.
- Enable re-assign automation when a stage changes.
- Save the pipeline.
Note
Each branch can have its own pipeline or share one — the branch rule decides.
Automation you can switch on
- Auto-assign new leads to sales reps in round-robin order.
- Send a welcome email when a lead reaches Contacted.
- Notify billing automatically when a deal closes.
- Release custom fields when a deal is lost, ready for re-qualification.