Pipeline Overview

Your Instance comes equipped with a helpful opportunity management tool called 'Pipelines.' Using a pipeline, you can efficiently manage your opportunities by creating the relevant stages the opportunity is in, allowing you to communicate effectively, and keep stakeholders informed. Through the incorporation of the pipeline as a sales management tool, teams can swiftly identify the status of each opportunity and implement suitable courses of action.

Use this document to guide you through the following activities:

• Pipeline Configuration
• Pipeline Stages
• Pipeline Opportunities
• Pipeline Reports
• Pipeline Custom Fields
• Pipeline System Fields
• Pipeline Webhooks