Deals and pipeline

Build a sales pipeline and its stages

Define your stages with a win probability, color, SLA, and required fields, set the won and lost stages, and add the rules that keep the funnel honest — in one pipeline or several.

Deal files, stage rules and required fields

Attach versioned files to a deal and share them with a secure, expiring link — and set the stage rules and required fields that stop a deal advancing before it truly qualifies.

Move deals and read the forecast

Drag deals through your stages, close them won or lost with a reason, and read the weighted forecast — committed, likely, and pipeline — against each rep's quota.

Bulk-edit deals

Change owner, stage, status or tags across every deal a filter returns. The filter is where the care goes — bulk mistakes on deals move revenue numbers.

Close a deal won or lost with a reason

Closing is where your pipeline data either becomes useful or becomes noise. Recording an honest outcome and reason is what makes win/loss analysis possible later.

Configure close reasons for your team

The list of reasons your team picks from decides what your win/loss reporting can tell you. Too few and everything is 'other'; too many and nobody picks consistently.

Customise what shows on a kanban card

A kanban card has room for a handful of fields. Choosing which ones is the difference between a board you can read at a glance and one you have to click through.

Deal labels, owners and sharing

Who owns a deal, who can see it, and how Hot, Warm and Cold labels plus forecast categories let you say what you think about it without moving its stage.

Kanban, list, forecast and timeline views

Four ways to look at the same deals. Each answers a different question, and using the wrong one is why the pipeline sometimes feels harder to read than it should be.

Merge duplicate deals

Two deals for one opportunity double-counts your pipeline. Merging collapses them — and a duplicate pre-flight check helps you catch them before they multiply.

Multiple pipelines and the all-pipelines view

Run separate pipelines for different sales motions, each with its own stages and probabilities — and read across all of them when you want the whole picture.

Reopen a closed deal

A closed deal will not quietly accept changes. Reopening is explicit — the system asks rather than letting a finished deal drift back into your pipeline by accident.