CRM pipeline and sales status
Track your deals by stage and qualify each lead.
4 min read
The pipeline
The CRM page shows your opportunities by stage: New, Qualified, Proposal, Negotiation, Won, Lost. Drag a card from one column to another to move it forward. Stages, their colours and their order can be customised.
Each opportunity carries tags and opens a panel with contact details, notes and sales follow-up.
Leads' sales status
Independently of the pipeline, each lead has a sales status: New, To contact, Contacted, Interested, Not interested, Converted. It feeds the statistics in Reports.
Limits and export
The number of opportunities depends on your plan. The pipeline exports to CSV, Excel or JSON.