Multiple pipelines
Create separate pipelines for different products, regions, or sales motions, each with its own ordered stage list.
CRM Feature
Sales Pipeline Management with a Visual Deal Board
Design as many pipelines as your sales motions need, order their stages with probabilities and Open, Won, or Lost types, and move deals across a visual board that shows open counts and open value per pipeline.
Multiple pipelines per workspace
Stage probabilities and colors
Live open-deal totals
Pipeline health at a glance
Pipeline value, weighted value, and win rate on the dashboard reflect how deals move through your stages.
Overview
Model Your Sales Process, Then Watch Deals Move Through It
Pipelines in TenantSaaS CRM are fully configurable per workspace. Each pipeline has a name, description, sort order, an active flag, and optionally a default flag that decides which pipeline the board opens first. Stages are managed on the pipeline itself: ordered, colored, individually activated, given a win probability, and typed as Open, Won, or Lost.
The pipeline board turns that configuration into a working view: pick an active pipeline, see its stages as columns with the most recent open deals as cards — each showing its account, owner, and close date — and move deals between stages. Every move is validated, recorded in the deal’s history, and reflected in the board’s open-deal count and open value totals.
Capabilities
What Sales Pipelines Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Typed, ordered stages
Stages carry a sort order, color, active flag, win probability, and an Open, Won, or Lost type that drives deal status.
Default pipeline
Mark one pipeline as the default so the board and CRM settings start from your primary sales process.
Visual pipeline board
Review stage columns with deal cards showing owner, account, and close date, plus open deal count and open value in the toolbar.
Safe stage moves
Moving a deal validates the target stage, updates probability and status, records stage history, and confirms with a notification.
Stage safeguards
Stage management guards against breaking stages that already have deals attached to them.
Record Management
Working with Sales Pipelines Day to Day
- Create, edit, view, and soft-delete pipelines; manage stages inline on the pipeline record.
- See stage counts and deal counts per pipeline directly in the pipeline table.
- Reorder stages with sort order values and deactivate stages you no longer use.
- Set stage probabilities from 0 to 100 percent — deals adopt the probability of the stage they enter.
- Restrict the board to active pipelines and pick the pipeline from a selector.
How It Works
The Sales Pipelines Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Design the pipeline
Name the pipeline, describe it, and mark it active. Optionally set it as the workspace default.
Define stages in order
Add stages with sort order, color, probability, and an Open, Won, or Lost type that matches your process.
Fill it with deals
Create deals into a pipeline stage directly, or send them there automatically during lead conversion.
Work the board
Open the pipeline board, review stage columns and totals, and move deals as conversations progress.
Close and measure
Deals reaching Won or Lost stages update statuses and timestamps, and pipeline reports recalculate per-stage totals.
Dashboard & Analytics
How Sales Pipelines Shows Up in CRM Analytics
These metrics and reports are part of the implemented CRM dashboard and reports pages.
- Open deal count and open value totals in the pipeline board toolbar.
- Pipeline by Stage report with deal counts, stage probabilities, and per-stage amounts.
- Total and probability-weighted pipeline value on the CRM dashboard.
See the full picture on the CRM Dashboard and CRM Reports pages.
CRM analytics view
Metrics and charts from the implemented CRM dashboard.
Access Control
Who Can See and Manage Sales Pipelines
The pipeline board and pipeline management are protected by page and resource permissions, and board deal visibility applies the same owner-based rules as the deal list.
Pipelines and stages are scoped to one workspace; stage moves validate workspace and pipeline ownership.
Board access is permission-gated, and the deals shown respect each user’s deal visibility.
Pipeline management permission also grants broad CRM record visibility for sales leadership.
FAQ
Sales Pipelines & Pipeline Board FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
Can I create more than one pipeline?
Yes. Workspaces can define multiple pipelines, each with its own stages, and mark one as the default for the board.
What do stage types mean?
Stages are typed Open, Won, or Lost. Moving a deal into a Won stage marks it won with a timestamp; a Lost stage requires a lost reason; Open stages update the deal’s probability.
What does the pipeline board show?
Active stages as columns, recent open deals as cards with account, owner, and close date, plus open deal count and open value totals for the selected pipeline.
What happens when I move a deal on the board?
The move is validated against the workspace and pipeline, the deal’s probability and status update, the change lands in stage history, and a confirmation notification appears.
Can stages be reordered or retired?
Yes. Stages have explicit sort orders and active flags, and safeguards protect stages that already contain deals.
Do stage probabilities affect reporting?
Yes. Deals adopt their stage’s probability, which feeds the weighted pipeline value metric on the CRM dashboard.
Put Sales Pipelines & Pipeline Board to Work
Start a free TenantSaaS workspace and manage sales pipelines alongside the rest of the CRM module.