CRM Pipeline (Pro plan)

The Pipeline is Sarah’s sales funnel: opportunities in stage columns with draggable cards, amount, win probability, and interactions.

Available on the Pro plan only.

What an opportunity is

An opportunity links a contact (lead or customer) with:

• Opportunity name
• Estimated amount
• Close probability (0–100%)
• Funnel stage
• Notes and interactions

It does not replace POS sales: the pipeline tracks the commercial process; completed sales still happen at the register.

How to use it

1. Go to Contacts → Pipeline (or /pipeline).
2. Create an opportunity with Add, or from a lead/customer detail with Create opportunity.
3. Drag cards between columns to move deals forward.
4. Open a card to edit amount/probability, archive, or log interactions.
5. Use Stages to customize your company’s columns (order, won/lost).

The table below the board shows the same dataset in list form.

Default stages

On first access Sarah seeds:

1. Initial contact
2. Quote
3. Negotiation
4. Won
5. Lost

You can add, rename, reorder, or delete stages (stages with active opportunities cannot be deleted).

Leads and interactions

• Leads under Contacts remain your prospect list.
• Pipeline is the commercial follow-up board.
• Interactions lists the global history; you can also log them from each opportunity modal.

See also

• Contacts
• Customers