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Create sales pipelines and their stages in Sales settings, so your deals follow the same steps as your real sales process.

Setting up Your Sales Pipelines

Move deals through pipeline stages, close them as won or lost, switch between Board and Table layouts, and report on your pipelines.

Using Sales Pipelines

Set each stage's status, choose what's allowed in it, add colors and icons, and edit, move, or delete stages in your sales pipelines.

Customizing Sales Pipeline Stages

An overview of the Sales settings page: pipelines and stages, lost reasons, deal probability, and the BCC inbox, with links to each guide.

General Sales Settings

Set up and customize your sales pipelines and their stages.

Sales Pipelines

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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