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Blueprint

B2B sales pipeline

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A classic consultative sales pipeline for B2B teams — qualification, discovery, proposal and close, with follow-up rules and a revenue report.

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Pipeline

1. New lead2. Qualified3. Discovery4. Proposal5. Negotiation6. Won

6 fields

  • Company
  • Primary contact
  • Email
  • Source
  • Expected close
  • Deal value

Quick actions

  • New opportunity
  • Log discovery
  • Send proposal

Reports and lists

  • Needs attention
  • New this week
  • Unassigned
  • 2 automation rules

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