Pipelines and stages

The pipeline is literally your sales process. The pipeline describes the stages the deal goes through before it gets closed.

For example, these are the stages: “initial lead”, “negotiating”, “contract sent”. Your company may have several pipelines, for instance, one for working with small agencies, second for individuals, and third for bigger companies and corporations. Or maybe one for new clients and the other for renewals.

Deals on the pipeline

When you create a new deal, specify the pipeline it fits into. As you proceed with the deal, make sure to move it along the pipeline. You can drag&drop deals on the Deals page or update the stage in deal properties.

With pipelines, it’s easy to track your progress and estimate the win probability. You can always sort and filter deals by pipeline and stage.

Do you need another pipeline? Are some stages missing? In Inperium, only users with administration permissions can create pipelines and add stages. If you don’t have these permissions, ask your Inperium admin to help you. If you happen to be admin, go to Settings / Pipelines.