Pipeline Management
Keep the pipeline moving by reviewing stages and next actions each week.
#Business goal
Keep every opportunity moving toward a decision.
#When to use this
Weekly.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, sales team |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent assists with outreach and analysis; you decide |
| Recommended timeline | Weekly |
| Prerequisites | CRM access; An active pipeline |
#Step-by-step process
1
Review by stage
Scan opportunities across stages.
2
Check next actions
Ensure each has a clear next step and date.
3
Advance or close
Move deals forward or mark won/lost.
4
Rebalance focus
Prioritize the deals most likely to close.
#Decision points
Decisions to make along the way
- Which deals are stuck?
- What is the next action for each?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Fewer stalled deals
- Predictable stage progression
#Best practices
- Every open opportunity has a next action.
- Close out dead deals honestly.
#Common mistakes
- Letting deals stall with no next step.
- Keeping dead deals open.
#Realistic example
In practice
In the weekly review the owner finds three stalled deals, sets next actions, and marks two long-dead ones lost to keep the pipeline honest.
#Related documentation
Opportunity Review
Go deeper.
Manage Pipeline
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
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