Deal Pipelines
Configure pipelines for deals
Pipelines in Projetly define the stages your deals move through, ensuring every opportunity follows a structured sales process.
Each pipeline represents a sequence of deal stages (such as Discovery, Proposal, Negotiation, Closed Won etc), helping sales teams visualize where every deal stands and what actions are needed next.
Pipelines are used while creating a new deal. Click on 'Add Pipeline'
Template Name
Add a name for the Pipeline
For example, Standard B2B Sales Pipeline, Enterprise Sales Pipeline etc.
Template Description
Add a brief description
Description is optional and helps identify the pipeline purpose
Add Stage Name
Add stages within the pipeline and click 'Add Stage'.
For example, for the standard B2B sales pipeline, stages can be lead qualification, discovery call, proposal shared, negotiation, closed won, and closed lost.
Click on 'Create Pipeline' to save.
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