Understanding Pipelines & Opportunities

An opportunity is a potential deal or booking tied to a contact. A pipeline is the set of stages an opportunity moves through from start to finish. Together they give you a visual board of where every lead stands.

Why pipelines matter

• Visibility: see where every opportunity stands at a glance.
• Consistency: standardize how leads move through your process.
• Efficiency: automate follow-ups and tasks based on stage changes.
• Performance: track conversion rates and spot bottlenecks.

Access pipelines

Go to Opportunities → Pipelines. The list view shows each pipeline, its number of stages, and the last update.

Example pipeline for a CPR business

• New Inquiry – form, call, or chat came in.
• Class Selected – the right course/date is identified.
• Appointment Scheduled – booked on the calendar.
• Payment Collected – deposit or full payment received.
• Completed – class delivered (Won), or Lost.