The Pipeline view shows all active opportunities in a stage-based layout, giving sales managers visibility over deal progress and conversion rates.
Navigate to Sales → Pipeline.
Reading the Pipeline
The Pipeline view displays deals as cards arranged in columns by stage. Each column represents a deal stage — such as Prospect, Qualified, Proposal, Negotiation, or Won. Each card shows the deal name, linked account, associated quote value, and the assigned sales rep. The column header shows the total value of deals at that stage, giving an at-a-glance view of where pipeline value sits.
Moving Deals Between Stages
To advance a deal, drag its card from one stage column to the next. Alternatively, open the deal record and change the Stage field directly. Moving a deal to Won or Lost triggers a status change on the linked quote and closes the deal record.
Filtering the Pipeline
Use the filter controls above the Pipeline to narrow the view by sales rep, sales area, or date range. Filtering by sales rep is useful for individual performance reviews. Filtering by date range helps identify deals that have been stagnant for a defined period. Filters stack — you can apply multiple at once.
Deal Records
Click any deal card to open the full deal record. The record shows the linked account, associated quote, current stage, assigned sales rep, and a full activity log of status changes and notes. From the deal record you can update the stage, add notes, and navigate directly to the linked quote.
Closing and Archiving
A deal can be closed as Won — the quote was accepted and the work is proceeding — or Lost — the opportunity did not convert. Both statuses remove the deal from the active pipeline view. Archived deals have been closed and reviewed; they remain accessible for reporting but do not appear in the default pipeline view.