The pipelines settings page is where you define the stages your deals move through, what probability each stage carries for forecasting, and which fields are required to leave a stage.
Layout
- Entity-type tabs — leads, opportunities, and any vertical-specific pipelines.
- Pipeline list (left) — each pipeline you've defined.
- Preview / config (right) — stages, probabilities, and rules for the selected pipeline.
Common tasks
- Create a pipeline — name it, pick the entity, define its stages.
- Add or reorder stages. Drag to reorder.
- Set probability per stage. This is what forecasting weights an opportunity by.
- Mark required fields per stage — fields that must be filled before a deal can advance past it.
- Configure transitions — which stages can move to which.
Tips
- Keep pipelines short. Five to seven stages is usually enough; more fragments the data and confuses reporting.
- Required fields are a great way to enforce hygiene — you can't guess your way past them.
- Don't change probabilities frequently. Forecasts are only as trustworthy as the numbers they're built on.