Getting Started - Setup Pipelines and Opportunities
Pipelines give you a visual overview of your sales process. Track every deal from first contact to closed-won, so nothing slips through the cracks. Opportunities represent individual deals moving through your pipeline stages.
Create a Pipeline
Navigate to Opportunities > Pipelines in the main menu.
Click + Create Pipeline.
Name your pipeline (e.g., 'Sales Pipeline', 'Onboarding', 'Project Tracker').
Add stages that represent each step in your process. Common sales stages include: New Lead → Qualified → Proposal Sent → Negotiation → Closed Won / Closed Lost.
Drag and drop stages to reorder them.
Click Save to create the pipeline.
Keep your pipeline stages simple — 4 to 6 stages is ideal. Too many stages create confusion; too few don't give you enough visibility.
Add an Opportunity
Navigate to Opportunities and select your pipeline.
Click + Add Opportunity.
Select or create the contact associated with this deal.
Set the opportunity name, value, and current stage.
Add any relevant notes or tags.
Click Save.
Your new opportunity will appear as a card in the pipeline board view.
Manage Opportunities
Drag and drop opportunity cards between stages as deals progress.
Click on any opportunity to view full details, add notes, log activities, or update the status.
Use filters to view opportunities by stage, value, assigned user, or date range.
Mark opportunities as Won or Lost to track your conversion rate.
Automate Pipeline Actions
Use Workflows to automate actions when opportunities change stages.
Common automations include: Send a follow-up email when a deal moves to 'Proposal Sent', notify a team member when a deal is marked 'Won', create a task when a deal has been in a stage too long.
Navigate to Automation > Workflows and use the 'Pipeline Stage Changed' trigger to set up these automations.