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Deal Pipeline

A visual Kanban board showing deals organized by stage. Drag deals between stages to track their progress through your sales process.

Using the Pipeline Board

  1. Go to CRM > Deals > Pipeline
  2. Deals appear as cards in their current stage columns
  3. Drag and drop a deal card to move it to the next stage
  4. Click a deal card to view or edit its details

Each column shows the stage name, deal count, and total value.

Default Pipeline Stages

Stage Probability Description
Qualification 10% Is this a real opportunity? Assess budget, timeline, scope.
Needs Analysis 20% Understand requirements — site visits, scope discussions.
Proposal Sent 40% Quotation/BOQ submitted to the client.
Negotiation 60% Price, scope, and terms are being discussed.
Final Review 80% Client reviewing final terms, internal approvals.
Won 100% Deal closed, ready for project creation.
Lost 0% Didn't work out.

Stages are fully configurable — your admin can add, remove, rename, or reorder stages in Pipeline Settings.

Deal Cards

Each deal card shows:

  • Deal title
  • Customer or lead name
  • Deal value
  • Priority indicator
  • Assigned owner
  • Time in current stage
  • Rotting indicator (if the deal has been in a stage too long)

Multiple Pipelines

Your organization may have different types of sales processes. For example:

  • A construction company may have one pipeline for government tenders and another for private clients
  • A services company may have one pipeline for new business and another for renewals

Enabling Multiple Pipelines

  1. Go to Settings > CRM > Pipeline Settings
  2. Turn on Multiple Pipelines under Advanced Features
  3. Click New Pipeline to create additional pipelines
  4. Add stages to each pipeline as needed

Each pipeline has its own set of stages. Deals belong to one pipeline and move through that pipeline's stages.

Stage Transitions

Some stage moves may have rules configured by your admin:

  • A stage change may be blocked until certain fields are filled
  • A stage change may require approval from a manager
  • Automations may trigger when a deal enters or exits a stage (e.g., send a notification, create a follow-up)

Converting a Won Deal to a Project

When a deal is won:

  1. Open the deal detail page
  2. Click Convert to Project
  3. Enter the project name, start/end dates, and budget
  4. Optionally select a project template
  5. Click Create Project

The deal is linked to the newly created project.

Configuration