Instance
Pipelines
Last updated 2 November 2026
What it is for
Pipelines track opportunities, such as sales deals or applications, as they move through the stages you define.
Open Pipelines in the main menu. It lists All Opportunities, Opportunity Board, Reports, Custom Fields, System Fields, Configuration and Webhooks.
What you can do
- Set up pipelines and their stages
- Add opportunities and move them between stages on the Opportunity Board
- See pipeline reports
- Add custom fields and send changes out with webhooks
How it fits together
An opportunity belongs to a pipeline and sits in one of its stages, and it can link to a CRM contact and company so you see the whole relationship in one place. Activities logged on an opportunity show its history. Reports show the value and number of opportunities in each stage, and webhooks send changes, such as a deal moving to Won, to other systems.