Help · Sales & Pipeline
Sales & Pipeline
Run the deal, from a clean pipeline with honest stages to a weighted forecast you can defend.
Build a sales pipeline & its stages
Define stages with win probability, color, SLA, and required fields, set won/lost stages, and add the rules that keep your funnel honest.
Move deals & read the forecast
Drag deals through stages, close them won or lost with a reason, and read the weighted forecast against each rep's quota.
The 360° view for contacts & companies
Open any contact or company to see the whole relationship on one timeline — with hierarchy, value rollups, and scores.
Deal files, stage rules & required fields
Attach versioned files with secure links, and set the required fields and movement rules that stop a deal advancing too early.
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