Understanding pipelines, stages, deals, and tasks

The Deals & CRM feature is available for the following plans:

  • Plus
  • Professional
  • Enterprise

Every business and sales process is unique. In this article, you'll learn how to setup a custom sales process that fits the needs of your business.

Pipelines

A pipeline is a defined set of stages for tracking a process. You can create an unlimited number of pipelines. You may have one sales process for selling ads, one for selling a subscription service, or one for following up with existing customers to try to upsell them.

Learn how to create and edit a pipeline.

Stages

Stages represent the steps included in your pipeline (sales process). In the CRM, they are presented in columns and move from left to right. Any deal you create should start in the left column and can be dragged to other columns as it progresses. There is no limit to the number of stages that you can have in your pipeline.

Learn how to create and edit a stage.

Deals

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action. Each deal can have a primary contact and secondary contacts.

Learn how to create a deal for your pipeline.

Tasks

A task is a to-do item for your deal. This can include lunch, a call, an email, or a meeting.

Learn how to create a task for your deal

More information

In-depth information is available on our Deals CRM.

Learn how to use Deals CRM to enhance relationships.

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