PULSE Academy / CRM and Sales

Set up a sales pipeline

Stages that match how you sell.

Beginner · 4 minutes · Article

You'll learn to

• Create pipeline stages
• Add a deal

• Open CRM → Deals and edit the pipeline.
• Name your stages (for example *Qualified, Proposal, Negotiation, Won/Lost*).
• Add a deal with amount, account and expected close date.
• Move it to the next stage when it progresses.

Related

• Leads, contacts and accounts
• Deals and the pipeline
• Follow-ups and email
• CRM demonstration