Work a sales pipeline

Track opportunities from first touch to won or lost using pipelines and deal boards.

Open a pipeline

1. Open WeldCRM.
2. In the module sidebar, choose Pipelines (or a named pipeline such as Sales).
3. You see stages as columns with deal cards in each.

Switch to list view if you prefer a table instead of a board.

Create a deal

1. Click New deal (or + in a stage column on the board).
2. Enter deal name, value, expected close date, and linked company or contact.
3. Choose the starting stage.
4. Save.

The deal appears on the board and on related contact/company timelines.

Move a deal forward

Board view: drag the deal card to the next stage column.

Detail panel: open the deal, change Stage in the header or properties, and save.

Add notes when stage changes matter for forecasting (for example why a deal moved to Negotiation).

Close a deal

Move the card to Won or Lost (or your workspace's equivalent stages). Optionally set closed date and lost reason so reports stay accurate.

Pipeline hygiene

• Review stale deals weekly — filter by last activity or stage age.
• Keep amount and close date updated for accurate forecasts.
• Use tasks on deals for follow-up reminders.

Next steps

• Manage contacts
• WeldCRM overview