crm
Pipeline & deals
Track leads through your sales pipeline with drag-and-drop deal management.
Updated 2026-05-01
What is the Pipeline?
The Pipeline is a kanban-style board where each card represents a deal — a potential sale attached to a contact. Drag cards between stages to reflect where each lead is in your sales process.
Creating a deal
Pipeline → New Deal or open a contact and click Add deal.
Fill in:
- Deal name
- Linked contact
- Deal value (optional but useful for revenue forecasting)
- Expected close date
- Stage
Pipeline stages
Default stages: New → Qualified → Proposal → Negotiation → Won / Lost
To customise stages: Settings → Pipeline → Edit stages. Add, rename, reorder, or remove stages. You can set a probability % per stage for weighted pipeline forecasts.
Moving deals
Drag the card to the new stage, or open the deal and change the stage dropdown.
When you move a deal to Won, Opterflow prompts you to create an invoice. When you move it to Lost, you can log a reason — this feeds the loss-reason report.
Pipeline analytics
Pipeline → Analytics shows:
- Total pipeline value by stage
- Win rate (won / total closed)
- Average deal age
- Loss reasons breakdown