Understanding pipeline stages and opportunities
To effectively track your sales and revenue, you need to understand the three core components of the CastaLink CRM: Pipelines, Stages, and Opportunities.
What is a Pipeline?
A Pipeline is a visual representation of your sales process from start to finish. You can have multiple pipelines for different aspects of your business (e.g., a "New Lead Sales Pipeline" and a "Customer Onboarding Pipeline").
What are Stages?
Stages are the individual columns or steps within a pipeline. A typical sales pipeline might have stages like:
- New Lead
- Contacted
- Appointment Booked
- Proposal Sent
- Closed Won / Closed Lost
What is an Opportunity?
An Opportunity is a specific contact or deal that is moving through your pipeline. It represents a potential sale. An opportunity card contains the contact's name, the value of the deal, and their current status.
How to create a new Pipeline
To customize your sales process, navigate to Settings > Pipelines. Click Create New Pipeline. Give it a name, and then add and reorder your stages to match your exact business workflow. Once saved, you can view your new board in the Opportunities tab.
