Updated September 27, 2026
The pipeline shows every sales opportunity and what stage it has reached.
Steps
- Go to CRM > Pipeline > Leads and add a lead with the contact's details and the expected value.
- Open CRM > Pipeline > Pipeline to see leads grouped by stage.
- Move a lead to the next stage as the deal progresses.
- Log calls, meetings and follow-ups as activities. Your upcoming tasks appear in My Activities.
Insights
- Forecast estimates upcoming revenue from open deals.
- Lead Pipeline and Customer Activity show how your team is performing.
Tips
- Customise the stages to match how you sell in CRM > Configure > Settings.
- Review My Activities every morning so no follow-up is missed.
Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.
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