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Opportunities
Track deals through your sales pipeline.
3 articles
- Create a pipelineSet up a sales pipeline with the stages your deals move through, from new lead to won.
- Add and move opportunitiesAdd deals to your pipeline, drag them between stages, and mark them won or lost.
- Pipeline settings explained: stage gates, parallel pipelines, stale alerts and automationsWhat every section of the pipeline editor does, with real estate examples: stage gates, parallel pipelines, stale alerts, rules for a pipeline and lifecycle automations.