Quote DBK-Q-2026-0117 accepted by Maya Lindgren. The deal moved to Won.
The Sales Pipeline as a board, New, Qualified, Proposal, Negotiation and Won, each stage with its win % and its total. As the page scrolls, Tidewell accepts the quote and its deal moves from Proposal to Won on its own, and the totals follow.
A stage asks for what it needs.
Name what a deal must have to enter a stage. Every way in meets the same rule.
Sales PipelineStages
StageProposal
Win %50
CategoryActive
Entering this stage asks for
Expected close dateAmountA linked quote
The Proposal stage being set: win % 50, its category Active, and what entering it asks for: an expected close date, an amount and a quote linked to the deal.
You decide when a deal goes quiet.
Set the days, and Needs attention counts the deals past them.
Needs attentionDeal · Settings
No activity in 14 daysNo email, call, meeting or note in that time5
New, not contacted in 2 daysAdded in the last 30 days, with no email, call or meeting yet4
No next stepOpen, with no next step written down7
Close date passedStill open after their expected close date3
No ownerNobody is responsible for them yet2
Needs attention for deals, as an administrator sets it in Settings: no activity in 14 days and new, not contacted in 2 days, each number theirs to change, beside the rules with no days (no next step, close date passed, no owner) and the count each finds today.
More than one way to sell.
One main pipeline for each deal, and side processes it can join beside it.
Sales PipelineDefaultMain pipeline
A record is in exactly one main pipeline.
New
Qualified
Proposal
Negotiation
Won
Lost
OnboardingSide process
A record can be in several side processes at once.
Kick-off
Set up
Trained
Live
Two pipelines on deals: the Sales Pipeline, the default and the main one, and Onboarding, a side process a won deal can join while it stays in the main pipeline.
New leads, shared fairly.
Round-robin, to whoever owns the fewest, or at random, across a team.
New dealsDeal
Rotation modeRound-robinTakes turns through the pool in order.
Member poolTeam Sales
Dana Whitfield11 deals
Lena Ortiz9 dealsNext up
Rafael Costa10 deals
A rotation rule for new deals: round-robin through the Sales team, each person with the deals they own, and who is next up.
Monday's calls, ready at nine.
A ready Mini lists the open deals that need a call this week, and why.