Pipeline Builder
Configure and manage your sales stages
Your Lead Pipeline
Define the journey of your leads from first contact to closing
InquiryStage 1
Site Visit ScheduledStage 2
NegotiationStage 3
DocumentationStage 4
ClosedStage 5
Tips:
- •Stages represent the journey of your leads from first contact to conversion
- •Keep stages clear and actionable (e.g., "Demo Scheduled" vs "Interested")
- •Typical pipelines have 4-7 stages
- •You can reorder stages by using the up/down arrows
Advanced Settings
Auto Stage Rules
Automatically move leads based on activities
Mandatory Fields per Stage
Require specific information at each stage
Stage-Based Reminders
Set automatic reminders for each stage