What it covers
Work with multiple pipelines, deal owners, dates and linked activity; open a deal directly from the board.
Leads and sales
Sales pipeline
Move opportunities across configurable stages with value and customer context in view.
How it works
Move real opportunities through clear stages
Track deal value, owner, expected dates and customer context as opportunities progress. Configure stages for your process and use more than one pipeline when teams sell in different ways.
In practice
Open a deal from the board and continue with its linked activity and customer record.
Watch it in use · 34 seconds
From opportunity to next step
Find an opportunity, review the deal and add a follow-up task while the customer context is in view.
Fictional demonstration data. Features and views vary by plan and permissions.
Instrumental music. On-screen captions included. Use the player to adjust sound or view full screen.
Read the walkthrough
- Find the opportunity
Review the sales stages and search for Studio annual renewal.
- Review the deal
Open the opportunity to see its customer, value and stage, then select its Tasks tab.
- Add the follow-up
Create “Confirm renewal review with Jordan” and see the new task alongside the deal.
When to use it
Useful situations
- Review opportunity stages and ownership during a sales meeting.
- Spot deals with missing next steps or expected close dates.
- Separate teams’ workflows when they use different sales pipelines.
A working path
How the work moves
Choose the right pipeline
Open the pipeline used by your team and scan deals by stage. Compare the owner, value and expected dates in context rather than treating stage position alone as a forecast.
Open the opportunity
Select a deal to review its customer links, notes and activity. Confirm the current facts with the owner before editing value, stage or timing.
Move the work forward
Update the deal to reflect a real change in the sales process and create a dated follow-up where one is agreed. Keep stage definitions meaningful so pipeline reviews stay consistent.
Illustrative scenario
Weekly opportunity review
A manager filters to a regional pipeline, opens a late-stage deal with no recent activity, confirms the next customer meeting with its owner and records the agreed close-date update.
Before you start
What to check
- Pipeline stages and multiple-pipeline configuration can depend on workspace customization, plan and permissions.
- A stage or amount is a team-maintained record, not a guarantee that a deal will close or revenue will be received.
Can different teams have different stages?
Multiple pipelines and configurable stages are supported where the workspace plan and permissions allow customization.
Does moving a deal update a forecast automatically?
Forecast views use deal values and forecasting fields, but teams should review the assumptions and categories behind the result.
Get started
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