Choose meaningful stages
Start with New inquiry, Qualified, Consultation, Proposal, Decision, Won, and Lost. Adapt the stages to your actual sales process.
Build it step by step
Make the next sales action visible.
A pipeline shows where each opportunity stands and what needs to happen next.
Define stage requirements
State what evidence is needed to move an opportunity forward, such as a completed consultation or a sent proposal.
Assign ownership and follow-up
Give each opportunity one owner, a next action, and a due date. Record relevant communications and consent preferences.
Review regularly
Check overdue actions, stalled proposals, conversion between stages, and reasons for lost opportunities. Avoid moving records based on guesswork.