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Intermediate 15 min Read
How to Setup Your First Sales Pipeline
Define stages, probabilities, and automate movement.
Overview
This guide covers specific steps to help you master this feature. Follow the instructions below to get started.
A sales pipeline represents your customer's journey. Common stages include: Lead In > Contact Made > Needs Analysis > Proposal Sent > Negotiation > Closed Won. Ensure you define clear exit criteria for each stage to keep your pipeline accurate.
What's Next?
- Verify your settings in the dashboard.
- Run a test with a dummy contact.
- Invite your team to collaborate.
