Opportunity pipelines

Opportunity pipelines give you a visual way to track every quote, job or deal from first contact to close. Each pipeline is a series of stages, such as Lead Received, Meeting Scheduled and Proposal Sent, and each opportunity sits in the stage that matches where it stands.

A cleaning company might track quotes through to booked service, while a roofer might keep separate pipelines for different services. You can create as many pipelines as you need for different services, products or teams.

Setting up pipelines

• Open Opportunities, then Pipelines, to create, edit or delete pipelines.
• Add, rename and remove stages, drag them into order, then save.
• Choose which stages appear in funnel and pie chart reporting.
• Duplicate a pipeline in the same account to test changes safely.

Working with opportunities

• Select several opportunities in card or list view and bulk edit the pipeline, stage, status, value, owner, source or expected close date.
• Add smart tags (enabled through Labs). These colored chips appear on cards that match rules you set, such as high value or stale deals. Each pipeline supports up to 10.
• Allow different owners for a contact and its opportunities, with optional settings to add each owner as a follower.
• Start workflows with the Opportunity Changed trigger when the value, pipeline, owner, tags or custom fields change.

In the mobile app, opportunity cards can show up to seven fields you choose, along with quick actions to message, add a tag, add a task or move the opportunity, plus activity counters. Customizing cards in the mobile app does not change your web layout.

Include opportunity smart lists and smart tags in account templates

When you create or manage an account template, you can include opportunity smart lists and smart tags. They are then available for use when you set up another account from that template.