Pipeline and Deals

Pipeline and Deals.

Pipeline Stages.

1. Lead. New opportunity identified.
2. Qualified. Confirmed need, budget, and authority.
3. Proposal. Pricing sent, awaiting decision.
4. Negotiation. Terms being discussed.
5. Won. Deal closed successfully.
6. Lost. Deal did not close (always log why).

Creating a Deal.

1. Click Deals, then New Deal.
2. Link to a contact and organization.
3. Set: deal name, value, expected close date, stage.
4. Add notes about the opportunity.

Moving Through Stages.

Drag deals between stages or click to update. Each stage change is logged with a timestamp. Your pipeline view shows total value at each stage — this is your revenue forecast.