Custom Sales Pipelines
Build custom sales processes with drag and drop stages, probability weights, and multiple pipelines managed from one view.
Custom Sales Pipelines let you design sales processes with drag and drop stages, probability weights, and stage specific fields, and run multiple pipelines for different deal types from a single view.
How it works
Build a pipeline visually with a drag and drop interface, no code required. For each stage you set a probability weight and any stage specific fields, which feeds forecasting and data collection. You can create separate pipelines for inbound, outbound, expansion, and partner deals, each with its own stages, then manage all of them from one unified dashboard. Pipelines can be modified as your process evolves.
Key capabilities
- Drag and drop pipeline builder for custom stages and workflows.
- Probability weighting with Stage Predict AI and Sign Probability for 0 to 100 deal forecasting.
- Stage specific custom fields for data collection and qualification at each stage.
- Multiple pipelines for inbound, outbound, expansion, and partner deals.
- Unified dashboard with cross pipeline analytics.
- Automated stage transitions and probability updates based on configurable rules.
- Editable pipeline structure that adapts as processes change.
Tips
Set probability weights per stage to drive forecasting. Realistic weights produce more accurate pipeline analysis and revenue predictions.