Documentation / Lead & Pipeline Management (CRM) Sales Pipeline & Inquiries Updated 2026-08-31 Copy link Print In this section Work the sales pipeline: stages, won and lost, rotting deals, and merging duplicate enquiries The pipeline is the board every open deal sits on. Each opportunity is a card… Qualify leads and convert them into opportunities linked to the right customer account A lead is a raw enquiry — a website form, a showroom walk-in, a tender notice… Plan follow-ups: schedule activities, read the leads calendar, and book meetings on a deal Every follow-up you owe a customer — the call back, the site measurement, the… Forecast the pipeline: expected revenue, predicted probability, and prorated value by month A pipeline is only worth what it is likely to close. This article covers the… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo