Setting up your first sales pipeline

The pipeline is the heart of Flowdeal: the visual process your deals move through, from first contact to close. A well-set-up pipeline shows you exactly where every deal stands at a glance.

Building your stages

Start from your own sales process. A typical pipeline looks like this:

• New lead, an incoming, not-yet-qualified prospect.
• Contacted, you've reached out.
• Negotiation, proposal or discussion in progress.
• Won / Lost, closed deals.

Adding a deal

1. In the pipeline view, click the "+ Deal" button in the right stage.
2. Enter the deal name, value and the linked contact.
3. Drag the deal between stages as it moves through your process.