Sales Pipeline & Deals

The Pipeline is a visual sales funnel. Deals move through stages (columns) as they progress from lead to close. Three view modes give you different perspectives on your pipeline.

- Kanban: Drag-and-drop deal cards across stage columns. The default view for visual pipeline management.

- List: Tabular view with sortable columns. Better for bulk operations.

- Analytics: Charts and metrics for pipeline health, forecasting, and conversion rates.

Each deal card shows:

- Customer name and company

- Deal value

- Due date and priority

- Stage and probability

- Assigned rep

Click a deal to open the detail panel with full history, notes, tasks, and linked conversations.

Default stages: Lead > Qualified > Proposal > Negotiation > Closed Won / Closed Lost

Customize stages in Pipeline Settings:

1. Click the gear icon in the pipeline header

2. Add, rename, reorder, or remove stages

3. Set win probability per stage

4. Save

Create deals manually or let the AI create them:

- Manual: Click '+ New Deal' and fill in details

- AI-created: When the Frontline Agent qualifies a lead, it automatically creates a deal in the pipeline

- From conversation: Click 'Create Deal' in any conversation to link it