Overview
Give sales users and managers a quick visual view of open deals by stage.
Main purposeGive sales users and managers a quick visual view of open deals by stage.
Important areasStage columns, deal cards, side panels, links to deals, leads, reports, tasks, calendar, and quotes.
Business valuePipeline review makes stuck deals, missing next steps, and stage distribution easier to see.
Where To Find It
Common Path: Sales > Pipeline
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- The pipeline groups active deals by stage.
- Deal cards link back to full deal details for editing and follow-up.
- The page also highlights useful related actions such as opening leads, calendar, reports, or quotes.
Main Areas
| Area | What It Is Used For |
|---|---|
| Stage columns | Deal cards grouped by current sales stage. |
| Deal cards | Quick view of opportunity name, value, and customer context. |
| Lead and action panels | Links to supporting sales work. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Stage | Current opportunity step. | Controls which column shows the deal. |
| Amount | Expected opportunity value. | Use for pipeline value review. |
| Owner | Responsible user. | Use to discuss accountability. |
| Next step | Planned action. | Use to identify whether the deal is moving. |
Recommended Workflow
- Open Pipeline from the Sales section.
- Scan columns from early stage to negotiation.
- Open any deal that has no clear next step or outdated value.
- Move back to Deals to update records as needed.
- Use Reports for deeper review after the visual scan.
Best Practice
- Keep stages current; an outdated stage makes the pipeline misleading.
- Use the pipeline for review, but update the deal detail page for complete information.
- Review dormant and lost deals separately so the pipeline stays focused on active work.
Troubleshooting
- If a deal is missing, check whether it is closed, lost, dormant, or filtered out by permissions.
- If a stage looks overloaded, open the deals and update next steps or close stale items.
- If values are not useful, make sure deal amounts are entered consistently.
FAQ
Can I edit directly from the pipeline?
Open the deal card, then edit the deal details.
Is pipeline the same as reports?
No. Pipeline is visual. Reports provide detailed table and export views.