Pipelines & Opportunities
Visual deal stages from new lead to won.
Overview
Kanban-style pipelines track deals (opportunities) through customizable stages. Each opportunity is tied to a contact and a monetary value, with stage automations, probability, and reporting. Multiple pipelines can model different sales processes.
What it's for
Visualize and manage the sales process, forecast revenue, and trigger stage-based automations.
Capabilities
Multiple pipelines
Separate pipelines for different products, services, or teams.
Custom stages
Name and order stages; set win probability per stage.
Opportunity value
Assign a dollar value to each deal for forecasting.
Drag-and-drop board
Move deals between stages manually or via automation.
Stage automations
Trigger workflows when a deal enters/leaves a stage.
Calendar booking link
Attach a calendar to a stage so deals can book the next step.
Pipeline reporting
Conversion rates, stage velocity, and revenue forecasts.
Use cases
Automate follow-up by stage
Trigger a workflow when a deal enters 'Proposal Sent' that waits 2 days, then sends a follow-up SMS if no reply.
Forecast revenue
Sum opportunity values weighted by stage probability to project close-able revenue.
Route deals to reps
Use round-robin or assignment rules to distribute new opportunities across a sales team.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a [industry] sales pipeline with stages, win probabilities, and the automation that should fire at each stage for a [deal type] business.Write a workflow that fires when an opportunity enters '[stage name]' and nurtures the contact for [N] days with [channel] messages until [outcome].Integrations & connections
- Workflows trigger on opportunity stage changes
- Opportunities link to a contact and optional calendar
- Reporting rolls pipeline data into dashboards
Gotchas & limits
Things an AI should not assume about this feature.