A sales pipeline is the path a deal takes from first contact to won or lost. In Productive, each pipeline is made up of stages, like Qualified, Proposal Sent, and Negotiation, and every deal sits in one of them.
You set up pipelines and stages in Settings > Sales settings, on the Pipeline and Deal stage card. This article covers what pipelines can do and how to create one.
đ To open Sales settings, you need the Manage sales settings permission. It's on by default in the Admin permission set.
đ To work with pipelines day to day, see Using Sales Pipelines.
Sales Pipelines Highlights
Multiple sales pipelines
Create separate pipelines for each product line, customer segment, or sales team. Each pipeline has its own stages, so it can match how that team actually sells. For example, a web agency could have one pipeline for new website projects and another for monthly maintenance retainers.
Deal stage control
Give your stages clear names, then choose what's allowed in each one: tracking time, tracking expenses, and adding bookings in the Resource Planner.
Probability forecasting (Ultimate plan only)
Set a default probability of closing for each stage, so your sales forecast reflects how likely deals are to close.
Visual customization
Pick a color for each stage and an icon for each pipeline, so it's easy to tell them apart. Rename the default stages to match the words your team uses.
Simple deal management
Choose the stage when you create or edit a deal, and use the Won and Lost buttons in the deal header to close it.
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Plan Availability
The number of pipelines you can create depends on your Productive plan:
Essential: 1 Pipeline
Professional: 3 Pipelines
Ultimate: 5 Pipelines (including the Probability per Stage feature)
Creating Sales Pipelines
Go to Settings > Sales settings.
On the Pipeline and Deal stage card, you'll see your pipelines and their stages.
Click Add pipeline to create a new sales pipeline.
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To add a stage to the pipeline, click Add stage and fill in the stage details. When you're done, click Create stage to add it to the pipeline.
đ Learn what each stage setting does in Customizing Sales Pipeline Stages.
