How to set up a sales pipeline

  1. Click Pipelines in the sidebar.
  2. Click Add Pipeline and name it (e.g. “New Customers”).
  3. Define your stages: Lead, Contacted, Quoted, Won, Lost (or whatever fits your business).
  4. Save the pipeline.
  5. From any contact, click Add to Pipeline and pick the stage they’re in.

The pipeline view shows everyone at every stage so you can see where deals are stuck.

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