Guides
Pipeline stages: a simple setup that works.
Which stages to use and why.
Start with four stages
Lead, quote, negotiation, won. Add stages only if they change what the rep does next.
Exit criteria for every stage
A deal moves on when its criterion is met, for example the client received the quote and confirmed the budget. That keeps the forecast accurate.
Measure time in stage
If a deal sits in a stage longer than usual, that is a signal. Let the CRM remind you.
Separate pipelines for different sales
Project sales and repeat sales behave differently. Two simple pipelines beat one complicated one.
Winly
Other CRMs count deals. Winly shows how much is missing from the goal and what to do today to close the gap.
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