Pipeline Stages & Deal Management
Configure pipeline stages that match your real sales process.
Overview
A pipeline that doesn't match your actual sales process gets ignored. This lesson walks through renaming, reordering, and adding stages so the board reflects how deals really move for your business.
Lesson Details
You'll also set stage-specific automations, like a reminder task whenever a deal sits untouched for more than five days.
What You'll Do in This Lesson
Rename and reorder pipeline stages to match your sales process. Add exit criteria for each stage so deals only move forward when qualified. Set a stale-deal alert that flags any deal untouched for 5+ days.
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