Sales Pipeline Guide

📊 What is the Pipeline?

The sales pipeline is a visual representation of where your deals are in the sales process. It helps you track progress, forecast revenue, and identify bottlenecks.

🎯 Pipeline Stages

🖱️ Using the Kanban View

1. Navigate to Dashboard → Sales Pipeline
2. View all deals organized by stage
3. Drag and drop deals between columns
4. Click any deal card for details
5. Use filters to focus on specific deals

🔄 Moving Deals

• • Drag & Drop: Simply drag a deal card to a new column
• • Quick Edit: Click the deal and change the stage dropdown
• • Bulk Update: Select multiple deals and update together

📈 Pipeline Metrics

💡 Pipeline Best Practices

• • Update deal stages daily
• • Don't let deals sit in one stage too long
• • Add notes after every client interaction
• • Set realistic expected close dates
• • Review lost deals to improve your process
• • Keep your pipeline clean - archive old deals
• • Use probability to forecast revenue accurately