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Pipeline Stages (Deals)

Track your sales pipeline; which customer is at which stage, who is handling them, and how long have they waited?

What is this screen for?

A sales job usually moves in steps: first you get acquainted, then you make a call, give a quote, and finally the deal is done. The Pipeline Stages screen shows which of these steps all your customers are at, in a single table.

Think of it as a pipeline; every customer is somewhere along it and you move them forward.

Path: Left menu → Pipeline Stages

Pipeline Stages table

What you need to know first

  • Each customer can have multiple deals. This screen shows the customer’s latest open deal.
  • You define the stages yourself: Pipeline Settings. Example: New → Called → Quote Sent → Closed.
  • Only pipelines with Start Cycle selected in the settings appear on this screen.

Using the screen

  1. Select the pipeline from the Type box (for example “Sales”).
  2. Select the period with the Start and End dates.
  3. Type a name or phone number in the Search customer box.
  4. If needed, use the agent, product, real estate, or vehicle filter.

Moving a customer to the next stage

  1. Click the Stage box in the customer’s row.
  2. Select the new stage.
  3. If you like, write a note (“Discussed price, will return Friday”).
  4. Confirm.

To look at past movements, open the Stage History window. It shows who moved it to which stage and when.

Changing the stage

Closing a deal

The final stage is usually Closed. When you move to this stage, the deal is closed and the following can be triggered automatically (if configured):

After closing a deal, it may not be possible to change its stage. Be careful not to close it by mistake.

Product of interest

You can record which product, property, or vehicle the deal showed interest in. This information appears on the quote screen and in reports.

Creating a list from a filter

Say you want to message “everyone at the Quote Sent stage who is assigned to Ayşe.”

  1. Set the filters.
  2. Click the Create List from Filters button.
  3. Enter the list name and type.
  4. This list can now be selected as a target in bulk messages. See Lists.

If your plan does not include the Pipeline Tracking feature, there is only a single pipeline. The agent and product filters are not shown either.

Common mistakes