Sales Pipelines

Overview

Gauzy provides a CRM pipeline feature that enables sales teams to:

• Define custom pipeline stages
• Track deals through the sales cycle
• Monitor win probability and deal value
• Generate sales forecasts

Pipeline Management

Creating a Pipeline

1. Navigate to Contacts → Sales Pipelines
2. Click Add Pipeline
3. Name the pipeline and add stages:

Prospecting → Qualification → Proposal → Negotiation → Closed

Pipeline Stages

Each stage represents a step in the sales process:

Deal Management

Creating a Deal

Moving Deals

Drag deals between stages on the pipeline board, or update the stage via the deal edit form.

Pipeline Flow

Diagram source

graph LR
    A[Prospecting] --> B[Qualification]
    B --> C[Proposal]
    C --> D[Negotiation]
    D --> E[Closed Won]
    D --> F[Closed Lost]

Permissions

API Reference

See Pipeline & Deal Endpoints for the API documentation.

Related Pages

• Contacts Management — CRM contacts
• Reports & Analytics — sales reporting