SALES & FOLLOW-UP / 7 MIN READ

Move an opportunity through the pipeline

Track stages and amounts without treating a deal as booked revenue.

Plan: Free4 clear steps

Follow the steps

Open Opportunities and add a descriptive name. Link the person or company involved.

Choose a stage, owner, currency, amount and expected close date only where you have a real basis for them.

Move the opportunity when the customer process has actually changed; add a note or task explaining the next step.

Use the pipeline view to see what is open, won or lost according to your configured stages.

BEFORE YOU MOVE ON

The deal appears in the intended pipeline stage with the correct relationships.

Worth knowing

Deal value and weighted forecast are estimates, not recognized customer revenue.