Board and list
Drag deals between stages, or work from a list.
Deals pipeline
Follow every opportunity from first reply to won.
A pipeline board with stages from qualify to won or lost, drag-and-drop between stages, and a forecast weighted by stage probability.
What you can do
What you can do with Deals pipeline.
Weighted forecast
Open pipeline, weighted value, won this month and win rate.
Linked to contacts
Each deal can point at a contact and company.
Automations
Workflows can create deals and react to stage changes.
How it works
How it works, step by step.
Create or auto-create
Add deals by hand or from a workflow.
Move
Drag to the next stage as it progresses.
Forecast
Read the weighted pipeline.
FAQ
Deals pipeline questions
Can I change the stages?
The stages are fixed today: qualify, demo, proposal, negotiation, won and lost, each with a default probability you can override per deal.
See Deals pipeline with your own data.
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