CRMPipeline settings
Pipeline settings
Stages, win probability and how long a deal may sit untouched before it is rotting.
Open demo: you can move deals on the board; changing the stages needs a sign-in.
Stages
Left to right on the board. Weighted value is a deal's value times its stage's win probability.
Won and lost are not stages: every pipeline ends in them, and closed deals leave the board.