What’s the Best Way to Set Up and Use Deal Pipelines in Zoho CRM to Track Sales Progress?
Deal pipelines help you visualize and manage opportunities at different stages in your sales process, from initial contact to closure.
Go to Pipeline Settings:
Setup → Customization → Pipelines → Create a New Pipeline.
Define Sales Stages:
Add stages such as “Qualified,” “Demo Scheduled,” “Negotiation,” “Won,” and “Lost.”
Assign a stage probability and color for visual clarity.
Create Multiple Pipelines (if needed):
Separate pipelines for product sales, service contracts, or different territories.
Track via Kanban View:
Use the Kanban board under Deals to move opportunities through stages with drag-and-drop.
Why This Workflow Matters:
Deal pipelines provide a clear overview of revenue potential, help prioritize opportunities, and support accurate forecasting.
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