Using the sales pipeline
Move deals from New to Won and track your win rate.
The Pipeline shows every deal by stage: New → Contacted → Qualified → Proposal → Won / Lost.
- Change a deal's stage with the dropdown on its card.
- Logging the first interaction with a lead moves its deal from New to Contacted.
- Creating a quotation from a deal moves it to Proposal; an accepted quotation marks it Won.
- Your win rate is won deals ÷ (won + lost) deals.
Add a value and an expected close date so your dashboard shows a realistic open pipeline.
Was this helpful? Contact us if you need more help. Contact · Updated Nov 1, 2026