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Pipelines
The stage flow deals move through, configured per product so each product can run its own process.
Salesabout 4 min
By the end you'll be able to
- Create a pipeline for a product and order its stages
- Set win probability and mark the closing stages
- Flag deals that have gone stale
Walk through it
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A pipeline belongs to one product, so a mortgage process and a personal loan process never have to share stages. You need at least one product before you can create a pipeline.
Good to know
- Changing a stage's order or probability applies to deals already sitting in it — no migration needed.
- Stage changes are a sequence trigger, so entering a stage can start a cadence automatically.
- The "Partner onboarding" pipeline is kept by the portal sync, not by hand. It mirrors the portal's Partner Leads board — Lead Created, Details Submitted, Agreement Sent, Agreement Signed, then Approved or Declined — and a deal dragged to a different stage here is moved back on the next sync. Move the lead in the portal instead.
Common questions