Sales Pipeline
Track deals from proposal to close in a pipeline separate from your CRM opportunities.
The Sales pipeline tracks the close phase of a deal — from proposal sent through to won or lost. It runs parallel to the CRM pipeline so your sales reps can manage the commercial flow (pricing, negotiation, discount approvals) without cluttering the relationship pipeline used by account managers.
Default Pipeline Stages
| Stage | Description |
|---|---|
| Proposal Sent | Quotation has been delivered to the prospect |
| Viewed | Prospect has opened the quotation link |
| Negotiation | Active discussion on terms or pricing |
| Pending Approval | Internal discount or legal approval required |
| Closed Won | Deal secured; quotation accepted |
| Closed Lost | Deal ended without agreement |
Admins can add, rename, reorder, and color-code stages in Sales Settings > Pipeline Stages.
Views
Kanban Board
Drag deal cards between stages to update their position. The board shows pipeline value per stage in the column header. Cards are color-coded by stage age — deals sitting too long turn amber, then red.
List View
A sortable table view with columns for title, contact, quotation value, stage, owner, and last activity date. Useful for bulk review and sorting by value or age.
Filters
Filter the pipeline by:
- Owner — individual rep or all reps
- Date range — created or last-modified window
- Stage — show one or more specific stages
- Value range — minimum and maximum quotation value
Deal Cards
Each card in the Kanban view shows:
- Deal title
- Contact name and company
- Quotation value (formatted in the deal currency)
- Stage age (days in the current stage)
- Last activity date
- Deal owner avatar
Click a card to open the deal detail panel with the linked quotation, activity history, and next steps.
Linking to CRM
Every Sales pipeline item links to a CRM deal. This means:
- Contact and company data flows from CRM automatically
- Activity history is shared — calls and emails logged in CRM appear on the Sales deal
- When a Sales pipeline item moves to Closed Won, the linked CRM deal can auto-update to Closed Won (configure in Sales Settings > Pipeline)
Analytics
The Sales pipeline feeds into the following reports:
- Win rate — percentage of deals reaching Closed Won by stage source
- Average time-to-close — median days from Proposal Sent to Closed Won
- Pipeline value by owner — per-rep breakdown of open deal value
- Proposal-to-won conversion — funnel from quotation sent to accepted
Analytics are accessible in Sales Settings or the Analytics module under the Sales section.
Related
- Quotations — The proposals that move through this pipeline
- Sales Settings — Add and configure custom pipeline stages
- CRM Pipeline — The relationship-phase pipeline that runs alongside this one