What is a pipeline?
A pipeline is a defined set of stages for a sales process. You can create an unlimited number of pipelines.
Inside each pipeline, there are multiple stages that represent the steps of the sales process.
Inside each stage, you can find the deals that are currently in that stage of the sales process
Why is it important?
| Benefit | Description |
| Organizes the sales process | Helps you structure how deals progress from start to finish in a clear, defined path. |
| Tracks deal progress | Shows exactly where each deal is and what needs to happen next |
| Improves team efficiency | Makes it easy for the sales team to follow the workflow and avoid missing leads |
| Identifies bottlenecks | Helps you see where deals get stuck so you can improve the process |
Prerequisites
Before creating a pipeline, make sure you have:
- QuillCRM Pro activated
- Admin permissions to create and manage pipelines