Pipeline Stages¶
Deals progress through stages in a pipeline. Each stage represents a step in your sales process, from initial prospecting to closing.
How Pipelines Work¶
A pipeline is an ordered set of stages. Your organization can have multiple pipelines for different sales processes (e.g., Enterprise Sales, SMB Pipeline, Partner Deals).
Each pipeline has:
- A name identifying the sales process
- Stages in order from start to finish
- A default flag (used when creating deals without specifying a pipeline)
- Closed Won and Closed Lost stages at the end
Default Pipeline Stages¶
Outsprint comes with a default sales pipeline:
| Stage | Probability | Description |
|---|---|---|
| Prospecting | 10% | Initial outreach and qualification |
| Qualified | 20% | Confirmed as a fit |
| Demo | 40% | Product demonstration completed |
| Proposal | 60% | Proposal sent to the prospect |
| Negotiation | 80% | Terms being negotiated |
| Closed Won | 100% | Deal is won |
| Closed Lost | 0% | Deal is lost |
Probability¶
Each stage has a default probability percentage. When a deal moves to a stage, its probability updates automatically (unless you've overridden it manually). Probability is used to calculate weighted pipeline value.
Pipeline Progress Indicator¶
When you view a deal, a visual progress bar shows:
- Completed stages (solid) with the date the deal entered each stage
- Current stage (highlighted)
- Future stages (outline)
- Time spent in each stage, shown in parentheses
Configuring Pipelines¶
Admins can create and edit pipelines in settings:
- Go to
/settingsand navigate to Pipelines - Create a new pipeline or edit an existing one
- Add, rename, reorder, or remove stages
- Set probability percentages for each stage
- Mark one stage as "Closed Won" and one as "Closed Lost"
Note
Every deal pipeline must have exactly one "Closed Won" stage and one "Closed Lost" stage. These trigger special behavior like setting the actual close date and prompting for lost reasons.