Configuring Pipeline & Deal Stages

Configuring Pipeline & Deal Stages

A pipeline visualizes where each deal sits in your sales process.

Creating a Pipeline

1. Go to Pipeline → Settings
2. Click + New Pipeline
3. Name it (e.g. "Penjualan B2B" or "Reseller Onboarding")

Recommended Stages

A typical Indonesian B2B flow:

1. Lead — incoming interest
2. Qualified — budget and need confirmed
3. Penawaran — quotation sent
4. Negosiasi — discussing price/terms
5. Deal — won
6. Batal — lost

Working with Deals

• Drag and drop a deal card between stages
• Each deal shows value (Rp), contact, and expected close date
• Set a probability % per stage to forecast revenue

Multiple Pipelines

Run separate pipelines for different lines of business — for example one for project sales and one for recurring retainer clients.

Reviewing the Funnel

The pipeline view shows total value per stage so you can spot bottlenecks, such as too many deals stuck in Negosiasi.