Work your sales pipeline

From lead to customer: stages, won and lost.

1. Leads: open a lead and click "Convert to customer" when it is qualified.
2. Sales → Pipeline shows opportunities as cards by stage. Drag a card to move it to the next stage; the stage history is kept.
3. Record the expected value and close date on each opportunity.
4. Mark an opportunity Won or Lost (with a lost reason). Reporting → Pipeline Analysis and Reports show the results.

Last updated: 2026-10-11

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