The sales pipeline
A board with columns. Default stages: New Lead · Contacted · Meeting Scheduled · Proposal Sent · Negotiation · Won · Lost, editable with Add Stage and Manage.
Filters: My Deals, High Priority, Overdue, Unassigned. Multiple selection and Import/Export are available.
Pipeline automations
- Auto-add contacts to pipeline — automatically creates a deal at the initial stage when a new contact appears. You choose the destination pipeline and stage.
- Notify contact when deal stage changes — sends the contact a message when the deal changes stage. The message accepts the variables
{{contact_name}},{{contact_phone}},{{deal_title}},{{stage_name}},{{pipeline_name}}. - Deal automation rules — rules that apply to the whole company, run by priority: they stop at the first match. The order of the rules matters.
From flows the pipeline is moved with the Move Deal to Pipeline node.
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