Pipeline Builder

Pipeline Builder gives you a visual drag-and-drop interface to map every step of your sales journey, from initial contact to closed deal. Instead of tracking deals in spreadsheets, you get a living board where opportunities move through customizable stages, trigger automations, and power your reporting.

What Pipeline Builder Does

Pipeline Builder creates visual workflows called pipelines, each containing stages that represent milestones in your sales or service process. Navigate to Sub-account > Opportunities > Pipelines to access the builder. The HighRise interface (enable in Sub-account > Labs) adds safer stage management, including the ability to move opportunities when deleting stages.

Each pipeline includes automatically generated Won and Lost stages. You define the custom stages in between, name them based on actions or outcomes (not time periods), and set reporting visibility for each stage using the funnel and pie chart icons.

Key Configuration Options

Create a pipeline: Click Create new pipeline, enter a unique name (Sales Pipeline, Client Onboarding, Service Delivery), and save. Use descriptive names that indicate workflow purpose.

Add stages: Enter stage names and click Add stage. Stage names must be unique within the pipeline. Common examples include New Lead, Qualified, Discovery Call Scheduled, Proposal Sent, Negotiation, Verbal Agreement.

Reorder stages: Use up and down arrows to sequence stages in chronological order. Stage order affects reporting and automation logic.

Delete stages: Click the trash icon, select a destination stage for existing opportunities, and confirm. All opportunities move to the selected stage before deletion completes.

Set opportunity values: Enter dollar amounts when creating opportunities manually, use workflow actions to set values from custom fields, or map values during CSV imports via Opportunities > Import.

Configure stage automations: Use the Pipeline Stage Changed trigger in Automation > Workflows to send emails, assign tasks, add tags, or notify team members when opportunities enter specific stages.

Power Features

Automated opportunity creation: Use workflows to create opportunities from form submissions, appointment bookings, tag applications, or payment receipts. Configure the Create/Update Opportunity action with pipeline, stage, status, and value. Toggle Allow Opportunity to Move to update existing opportunities instead of creating duplicates.

Stage-based automation: Trigger different workflows when opportunities enter Proposal Sent (send document, assign follow-up task), Verbal Agreement (send contract, notify operations team), Won (welcome sequence, create onboarding tasks), or Lost (re-engagement nurture).

Pipeline value tracking: Dashboard widgets show total value by stage, revenue progression through funnel charts, Won/Lost reports, and forecasting based on stage probability. Set values on every opportunity to generate meaningful metrics.

Pro Tips

• Design pipelines around actions (Discovery Call, Proposal Sent, Negotiation), not time periods (Week 1, Week 2). Action-based stages make progression criteria clear and improve data accuracy.
• Aim for 5 to 8 stages per pipeline. Too few stages lose visibility. Too many stages overwhelm your team and reduce data quality.
• Automate stage changes when possible. Appointment booked moves to Call Scheduled. Contract signed moves to Won. 30 days no activity moves to Stale. Automation ensures consistency.
• Track loss reasons using tags or custom fields. Categories like Budget, Timeline, Competition, Not Interested, Unresponsive reveal patterns and inform process improvements.
• Review pipeline health weekly. Analyze total opportunities by stage, average time in each stage, conversion rates, stale opportunities, and Won/Lost ratios to identify bottlenecks and coaching opportunities.

Common Questions

Can I have multiple pipelines?

Yes. Create separate pipelines for different workflows (Sales, Onboarding, Support). Each opportunity belongs to exactly one pipeline. Access all pipelines from Opportunities > Pipelines.

What happens to opportunities if I delete a stage?

You select a destination stage during deletion. All opportunities from the deleted stage automatically move to the chosen stage. This prevents data loss and maintains contact history.

Do I need to create Won and Lost stages manually?

No. The platform automatically adds Won and Lost stages to every pipeline. You cannot delete or rename these system-generated stages.

How do I prevent duplicate opportunities?

Toggle on Allow Opportunity to Move in the Create/Update Opportunity workflow action. This updates existing opportunities instead of creating duplicates when the workflow runs multiple times for the same contact.

Can I move an opportunity between pipelines?

No. Opportunities cannot move between pipelines. To change pipelines, note the details, delete the opportunity from the current pipeline, and create a new opportunity in the destination pipeline. Alternatively, mark Won in the first pipeline and create a new opportunity in the second pipeline for the next phase.