Pipeline Management

The Pipeline is the heart of your sales operation. It visualizes every active deal, its stage, and the probability of closing.

Features

Kanban View

A drag-and-drop board for managing opportunities.

• Stage Movement: Drag cards to move deals from "Qualification" to "Proposal" to "Closed Won".
• Visual Alerts: Cards turn red if a task is overdue or the deal has stalled.
• Quick Actions: Call or email directly from the card.

Path Guidance

Coach your sales team on what to do at every stage.

• Key Fields: Highlight the most important data (e.g., "Budget Confirmed") needed to advance a stage.
• Guidance for Success: Show tips, scripts, and policy reminders for each stage.

Sales Cadences

Standardize your follow-up process.

• Sequence: Day 1 Call, Day 3 Email, Day 7 LinkedIn InMail.
• Automation: Automatically send emails or create tasks based on the cadence.

Workflow Integration

• Approval Processes: Automatically trigger manager approval for discounts > 20%.
• Validation Rules: Prevent moving to "Negotiation" without an attached quote.