Sales Pipeline
The sales pipeline is a visual view of every open deal, organized by the stage it is in.
#What it is
The pipeline shows deals as they move from early interest to won or lost, so your team always knows what needs attention.
#Key capabilities
- View deals by stage
- Move deals as they progress
- Prioritize by value and stage
- Spot stalled deals quickly
#How to use it
1
Define your stages
Set the steps a deal moves through.
2
Add deals
Place opportunities in the right stage.
3
Work the pipeline
Advance deals and follow up on what is stuck.
Tip
Keep stages few and meaningful; the Sales Agent can help highlight stalled deals for review.
#Related AI departments
Was this page helpful?