Manage a deal pipeline
A pipeline organizes opportunities into stages. Use it to see the current process, keep company context together and decide the next action.
Choose the board
Open Pipeline and select the intended pipeline. Where permitted, use New Pipeline to create another board. Give it a name that distinguishes the process or mandate it represents.
Set up the stages and their meaning before adding a large set of targets. A board with no stages cannot display opportunities in a meaningful process. Use its settings or stage controls to create the structure appropriate to your team.
Add opportunities
Add selected companies from a list or sourcing results, or use the pipeline's import controls. For imports, review mapped columns, stage assignments, values and duplicate handling before confirming. Validate a small sample first when importing an unfamiliar spreadsheet.
Open a card or row to inspect the company and related context. Keep ownership, stage, notes and any values or expected closing dates current using the controls available on your board.
Update and review the board
Use the board or table view to inspect opportunities. Change a stage using the available card or row controls. A stage move can trigger an enabled automation, so check stage automation rules before making bulk changes.
Use filters to focus on a subset. The displayed totals may distinguish Board total from Filtered total. Weighted values depend on the values and probability settings entered; they are not forecasts guaranteed by the platform. Check currency and period assumptions before reporting them.
Connect deal memos, company research and recorded activity to the opportunity. Do not assume a status change documents the underlying diligence decision—record the rationale in the relevant memo or activity entry.
Share and automate
Workspace administrators can grant viewers access to selected boards. Check the board access and visible stages intended for that viewer. See Workspaces and roles.
Stage automation can run when an opportunity enters, leaves or remains in a stage, or when run manually. Review scope, action and recipients before enabling a rule. See Automation.
Missing opportunities
Check the selected workspace, board, filters and archived view. If the page reports it could not load the pipeline, resolve that error before assuming the board is empty. A viewer with no assigned board needs an administrator to grant access.