How to manage your sales pipeline
The pipeline shows your opportunities by stage so you always know what needs attention and what is close to closing.
#When to use this
Use this daily to prioritize deals, advance stages, and spot what is stalled.
#Step by step
1
Open the pipeline
Go to the Sales or Opportunities area.
2
Review deals by stage
See where each opportunity sits.
3
Advance or update deals
Move deals forward as they progress and update their details.
4
Follow up on stalled deals
Add activities or follow-ups where a deal has gone quiet.
#Expected result
What you should see
Your pipeline reflects the true state of each deal, and stalled opportunities are visible.
#Common mistakes
- Letting stages go stale so the pipeline is inaccurate.
- Too many stages, making the pipeline hard to read.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The pipeline looks empty | Check filters and that opportunities have been created. |
| Forecast seems off | Update deal values and stages so they reflect reality. |
#Best practices
- Keep stages current so reports and forecasts stay accurate.
- Review stalled deals regularly.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?