Deal pipelines

A pipeline is an ordered set of stages a deal travels through. You can run multiple pipelines (for example new business vs renewals), each with its own stages.

Create / edit a pipeline

1. Open the pipeline configuration area for Deals.
2. Create a pipeline and give it a name (“Enter pipeline name”) and an optional description (“Enter pipeline description”).
3. Add the stages it should contain (see Deal stages), then save.

Monitoring

Pipeline Performance shows stage conversions, stage performance and time in stages so you can spot where deals stall.