Deals pipeline

Move opportunities from open to closed-won.

Pipeline\n\nDeals are sales opportunities tied to a contact or company. Drag cards across stages to update status.\n\n## Stages\n\nDefault: New → Qualified → Proposal → Negotiation → Closed Won / Closed Lost. Customize per pipeline.\n\n## Forecasting\n\nThe Sales Pipeline Report projects revenue based on stage probability and close date.

Was this helpful?

Related