Sales Pipeline Setup

Overview

A sales pipeline in SalesBob is a visual workflow that represents your sales process from first contact to close. Each pipeline consists of customizable stages that deals move through as they progress.

Create multiple pipelines for different sales processes
Customize stages with probabilities, colors, and emoji
Drag and drop deals on the kanban board

Estimated time: 5-10 minutes to set up your first pipeline.

Before You Begin

You need Admin or Sales Manager access to create and edit pipelines.
Plan your sales stages before creating them — think about the key milestones in your sales process.
Each pipeline should represent a distinct sales process (e.g., "New Business", "Upsell", "Partner Deals").

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Step 1: Create a Pipeline

Set up a new sales pipeline:

1 Go to Settings → Pipelines in the main navigation.
2 Click Add Pipeline and enter a descriptive name.
3 The new pipeline is created with default stages that you can customize.
4 You can create as many pipelines as you need for different sales processes.

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Step 2: Configure Stages

Customize the stages within your pipeline:

1 Click on a pipeline to view and edit its stages.
2 For each stage, set the name, probability (0-100%), color, and an optional emoji.
3 The probability represents how likely a deal in that stage is to close — used for weighted revenue forecasting.
4 Drag stages to reorder them. The order defines the natural progression of deals.

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Step 3: Add Deals to the Pipeline

Start adding deals to your pipeline:

1 Create a new deal from the Deals page or directly from a customer record.
2 Select the pipeline and the initial stage for the deal.
3 Enter the deal title, value, expected close date, and assign it to a team member.
4 Link the deal to an existing customer to maintain relationship context.
5 Add optional line items from your product catalog to itemize the deal value.

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Step 4: Use the Kanban Board

Manage your deals visually on the kanban board:

1 Go to Pipeline in the main navigation to see the kanban board.
2 Each column represents a pipeline stage. Deals are shown as cards with key information.
3 Drag and drop deal cards between columns to move them through stages. On mobile, use long-press to drag.
4 The board header shows the total value and deal count for each stage.

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Step 5: Filter and Analyze

Use filters and views to focus on what matters:

1 Switch between pipelines using the tabs at the top of the kanban board.
2 Filter deals by assigned user, date range, or deal value.
3 Each tab shows the deal count so you can see where deals are concentrated.
4 Use the Forecast page to see weighted revenue projections based on stage probabilities.

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Step 6: Win or Lose Deals

Close out deals when they reach a conclusion:

1 Open a deal and click Won to mark it as successfully closed.
2 Click Lost if the deal didn't work out — optionally enter a reason for tracking.
3 Won deals contribute to your actual revenue in reports and forecasts.
4 Won deals can be converted to projects for delivery tracking.

Tips & Best Practices

Keep stages clear and concise — 4-7 stages is ideal. Too many stages slow down your process.
Set realistic probabilities — review your historical win rates to set accurate stage probabilities for better forecasting.
Use colors and emoji — visual cues help your team quickly identify stage types at a glance on the kanban board.
Review your pipeline regularly — remove stale deals and update close dates to keep your forecast accurate.
Create separate pipelines — different sales processes (new business vs. renewals) deserve their own pipelines with tailored stages.

Set Up Your Sales Pipeline