# Sales Pipelines {#sales-pipelines}


Manage multi-stage sales processes with visual pipeline boards and deal tracking.


## Overview {#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 {#pipeline-management}



### Creating a Pipeline {#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 {#pipeline-stages}


Each stage represents a step in the sales process:

| Property    | Description       |
| ----------- | ----------------- |
| Name        | Stage name        |
| Index       | Display order     |
| Description | Stage description |


## Deal Management {#deal-management}



### Creating a Deal {#creating-a-deal}


| Field       | Description              |
| ----------- | ------------------------ |
| Title       | Deal name                |
| Stage       | Current pipeline stage   |
| Client      | Associated contact       |
| Probability | Win probability (0-100%) |


### Moving Deals {#moving-deals}


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


## Pipeline Flow {#pipeline-flow}






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






## Permissions {#permissions}


| Action | Required Permission    |
| ------ | ---------------------- |
| View   | `VIEW_SALES_PIPELINES` |
| Edit   | `EDIT_SALES_PIPELINES` |


## API Reference {#api-reference}


See [Pipeline & Deal Endpoints](https://sourcey-gauzy.pages.dev/api/pipeline-deal-endpoints/index.md) for the API documentation.


## Related Pages {#related-pages}


- [Contacts Management](https://sourcey-gauzy.pages.dev/features/contacts-management/index.md) — CRM contacts
- [Reports & Analytics](https://sourcey-gauzy.pages.dev/features/reports-and-analytics/index.md) — sales reporting