Help centrePipeline stages
Keep contacts, companies and sales opportunities together. Follow conversations from enquiry to a confirmed outcome.
Steps
- Open Pipeline stages and review the current order.
- Add, rename or recolor stages to match your sales process.
- Keep at least one won and one lost outcome.
- When removing a stage, choose where its existing opportunities should move, then save.
Fields and states
Sales pipeline
Scope: Selected event.
States: prospect, qualified, proposal, negotiation, won, lost.
| Field | Format | Required |
|---|---|---|
| Contact Linked to: Contacts | Linked record | No |
| Value | Number | No |
| Currency | Text | No |
| Expected Close At | Date and time | No |
| Notes | Long text | No |
If something is missing
Check the selected event, your role and the enabled modules. If an action fails, keep the entered details and review the error before retrying. Ask an administrator for access rather than sharing another account.