Deals & Pipelines
A deal is the money and the date. A pipeline is the run of stages it crosses to get there, and because each stage carries its own odds, where something sits is already most of a forecast.
Pipelines
stage 2 of 5Product figures from the platform’s own defaults - not customer averages
How it works.
Every stage is a number
A stage holds a win probability from zero to a hundred, a color, its place in the order and a temperature marker. Prospecting starts at ten and Negotiation at eighty in the seeded run, which is sealed. Your own figures go on a pipeline you build.
Two ways to be finished
Closed-won and closed-lost are separate switches rather than one ending, so a pipeline you build can carry several terminal stages and a deal's outcome is not inferred from where it sits in the list.
The deal names the room
People attach to a deal with a part to play: decision maker, influencer, champion, blocker or user, and one gets marked primary. So a deal with four names on it still says who to ring first.
A move leaves a line
Changing the stage writes an entry against the deal naming the field that moved and who moved it, so the history of a slipped quarter survives on the deal itself rather than in anybody's recollection.
One moment in every record.
Every record passes through the same seven. Deals & Pipelines is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Seeded
- One pipeline of seven stages, Prospecting through to Closed Lost
- Per stage
- Win probability, color, position in the order, and a temperature marker
- Endings
- Won and lost are independent switches, so a pipeline may have several
- The seeded one
- Sealed. Its stages take no edit, no addition and no removal. Build your own
- Count
- No ceiling on pipelines or on the stages of one you made yourself
- Value
- An amount to two decimals with its own currency code per deal
- Reasons
- Won and lost reasons are separate fields. Only the lost one carries notes
- Held by
- One person. No role queue, no team queue, and no priority field to sort on
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
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A thing owed, by a named person, by a date. At the hour you set it leaves the product to find them, rather than sitting in a list waiting to be spotted.
The rep two desks over cannot open the book you are working, and one BPO client never sees the next. Sixteen permissions, sharing rules across branches.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See deals & pipelines on your own floor.
Thirty minutes, your numbers and your data. We will set deals & pipelines up live and you can decide from the thing itself rather than from this page.
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