What is a pipeline?
Represents a sequence of stages for deals. Pipelines organize opportunities by lifecycle and can be customized per team.Key pieces
- Pipeline: name, optional description, and a default flag.
- Stages: ordered list with name, color, probability, and order.
- A deal belongs to exactly one pipeline and one stage.
Creating and updating
- Go to Settings -> Pipelines -> New Pipeline. Add stages and set one pipeline as default.
- Reorder stages as your process changes; the board follows the same order.
- Set probabilities for each stage to improve forecasting.
Good practices
- Keep probabilities aligned with reality; adjust when win rates change.
- Avoid frequent stage renames that confuse reporting; add description notes instead.
- Use one default pipeline for general deals; add specialized ones only when the steps truly differ.
Common workflows
- Build separate pipelines for sales, renewals, or partnerships.
- Reorder stages as your process evolves; ensure the board matches your latest flow.
- Trigger automations when a deal enters key stages (e.g., start onboarding when entering Closed Won).