Sales Pipeline
The Sales Pipeline allows you to visualize and manage your sales process with an intuitive Kanban view. Track each prospect through the different stages until conversion.
Overview
What is a pipeline?
A sales pipeline visually represents your prospects' journey:
- From the initial contact
- To contract signature
- Through all intermediate stages
Why use a pipeline?
- Visibility: See where all your prospects are at a glance
- Organization: Don't let any opportunity slip through
- Forecasting: Anticipate your upcoming activity
- Prioritization: Focus on the most advanced prospects
Default Stages
1. New Contact
The prospect has just been added. You haven't had a significant exchange yet.
2. First Contact
You've had a first exchange (email, phone, message).
3. Discovery Call
An exploration meeting is scheduled or has taken place.
4. Proposal Sent
You've sent a commercial proposal.
5. Negotiation
The prospect is studying your proposal, adjustments are possible.
6. Won
The prospect has signed! They become a client.
7. Lost
The opportunity didn't materialize.
Using the Pipeline
Moving a Contact
- Drag and drop: Drag the contact card to the new stage
- From the profile: Open the contact and change the stage in the dropdown
Filtering the View
- By creation period
- By tags
- By owner (if team)
Customizing Your Pipeline
Modifying Stages
Adapt the stages to your sales process:
- Go to Settings > Pipeline
- Rename, add or remove stages
- Reorganize the order of stages
Best Practices
Keep your pipeline up to date
- Move contacts as soon as a stage is completed
- Don't let contacts "sleep" too long in a stage
- Mark lost opportunities rather than ignoring them
Define actions for each stage
For each stage, identify:
- The stage objective
- Actions to perform
- Criteria to move to the next stage
Analyze regularly
- How long do prospects stay at each stage?
- Where do you lose the most prospects?
- What is your overall conversion rate?