Deals and pipeline
Move opportunities through clear stages and keep the forecast tied to reality.
- For
- Sales and managers
- Owner
- CRM product
- Outcome
- Move a qualified customer opportunity through the pipeline.
- Last verified
- 2026-08-30
- Next review
- 2026-11-28
- Status
- supported
Pipeline is the shared language for commercial progress. Use the board for movement, the deal detail for context, and forecasting and reporting for patterns across the team.
A stage is a decision
A deal should move when the customer-facing evidence changes, not simply because a date passed. Keep stage names short, define the entry condition, and use the deal record for the evidence behind the decision.
The operating rhythm
- Review the pipeline board for stalled or ownerless deals.
- Open the deal detail before changing a stage when context is unclear.
- Record the next task before leaving a deal.
- Use Forecasting for the manager view and Reports for trend analysis.
- Use Marketing Operations when you need to compare pipeline with source or campaign activity.
What good looks like
- Every open deal has an owner.
- Every active stage has a next action.
- Closed outcomes are recorded consistently.
- Forecast conversations can be traced back to the underlying deals.