Manage your pipeline

Your pipeline shows every open opportunity as a card on a kanban board. You move cards forward as deals progress and close them when they win or lose. Won and Lost are more than column moves: marking a deal Lost records a reason and archives the opportunity, so it leaves the default view but stays in your reporting.

Work the kanban board

The pipeline ships with four stages: New, Qualified, Proposition, and Won. Each stage is a column on the board. Drag an opportunity from one column to the next as the deal advances. The board gives you a live read on where every deal stands.

Open any opportunity to set its details:

  1. Enter the expected revenue.
  2. Set the expected closing date.
  3. Save the record.

These two fields drive your forecast, so keep them current.

Each card also shows a probability. When predictive scoring is on for your workspace, the platform computes that number from your own win history, and a value you type in by hand may be recomputed later. Treat the stage and the Won/Lost status as the truth about a deal; treat probability as a signal.

Close a deal

When a customer commits, click Won. The deal moves to the Won stage and counts toward your sales.

When a deal falls through, click Lost and pick a lost reason. The reason feeds your reporting later, so choose one that reflects what happened.

Find and restore a lost deal

Losing a deal archives it, so lost opportunities disappear from default searches. To see them or bring one back:

  1. Open the pipeline and add the Lost filter in the search bar.
  2. Open the lost opportunity.
  3. Click Restore to unarchive it, then set its stage.

Archive deals rather than deleting them. Win-rate reports count archived losses; deleting a deal removes the history your numbers are built on.

Configure stages and teams

Edit the stages to match how you sell. Rename them, reorder them, or add new ones from the kanban view. Your workspace can also pin a fixed win probability on each stage, so every deal in that stage carries the same number. Assign each sales team its own pipeline so a team sees only its own deals. Set this up under the CRM configuration before you onboard your reps.

Last reviewed: 2026-07-21

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