Pipeline Builder
Configure and manage your sales stages
Your Lead Pipeline
Define the journey of your leads from first contact to closing
No stages configured yet. Add your first stage below.
Tips:
- •Stages represent the journey of your leads from first contact to conversion
- •Keep stages clear and actionable (e.g., "Demo Scheduled" vs "Interested")
- •Typical pipelines have 4-7 stages
- •You can reorder stages by using the up/down arrows
Advanced Settings
Auto Stage Rules
Automatically move leads based on activities
Mandatory Fields per Stage
Require specific information at each stage
Stage-Based Reminders
Set automatic reminders for each stage