Pipeline Overview
OPPORTUNITIES & PIPELINES Pipeline Overview Pipelines in Lead Fuel CRM give you a visual way to track your deals from first contact through to close.
Each pipeline represents a sales process, and each stage within that pipeline represents a step in your workflow.
Opportunities are the individual deals that move through these stages.
UNDERSTANDING PIPELINES A pipeline is a series of stages that represent your sales or fulfillment process.
You can create multiple pipelines for different services, products, or business processes.
• Sales Pipeline: Track leads from inquiry to closed deal.
• Onboarding Pipeline: Manage new client onboarding steps.
• Project Pipeline: Track project milestones from kickoff to completion.