Pipeline (CRM) in two minutes
What Pipeline is, where things live in it, the words it uses — leads, deals and pipelines — and the job you'll do most: adding a deal.
Pipeline (CRM) videos
Leads, deals and quotes — everything from a first conversation to a confirmed order.
Overview
Step by step
Pipeline (CRM) — from your first lead to a confirmed order
The onboarding walkthrough for a brand-new customer: what a pipeline, a lead and a deal are, the organizations, contacts and products behind them, then creating your first lead, deal and quote, moving it along the board, turning it into a confirmed sales order — and the reports and notifications that follow.
In depth
Pipeline in depth — the whole series, chapter by chapter
All six in-depth parts in one video, with a chapter list to jump straight to any feature: contacts and organizations, staying in touch, leads, deals, quote to sales order, and campaigns and reports.
Pipeline in depth: contacts and organizations in Pipeline
Who you sell to, seen from Pipeline: the same Master Data record from two doors, the relationship as a sales signal that moves with your deals, who owns the customer, and what Pipeline adds to the page.
Pipeline in depth: staying in touch
Logging activities on contacts and deals, messaging a contact, how often to talk, reminders, following a record, follow-up tasks, and choosing what reaches you.
Pipeline in depth: leads
Adding leads and where they come from, the list, board and funnel, moving a lead up the funnel, who owns new leads, and turning a lead into a deal or straight into a quote.
Pipeline in depth: deals
Stages and what a deal needs before it moves, the deal’s details and people, three views of every deal, won and lost, acting on many at once, and checking stock before you promise.
Pipeline in depth: from quote to sales order
Pricing and sending a quote, changing one already sent, the customer’s yes or no, one record from quote to sales order, and making the paperwork yours: style, line columns, terms and numbering.
Pipeline in depth: campaigns and reports
Campaigns and the people they reach, which ones are working, the Pipeline dashboard and reports — won deals, win rate, stage flow, the lead funnel, forecast and team — plus the activity feed, export and import.
Videos for other modules
Follow along in the product
Open the live demo and make the same clicks with real data already loaded.