Learn how to create and customize sales pipelines with stages, probabilities, and a visual kanban board.
7 min read
Overview
A sales pipeline in OneBob is a visual workflow that represents your sales process from first contact to close. Each pipeline consists of customizable stages that deals move through as they progress.
Create multiple pipelines for different sales processes
Customize stages with probabilities, colors, and emoji
Drag and drop deals on the kanban board
Estimated time: 5-10 minutes to set up your first pipeline.
Before You Begin
You need Admin or Manager access to create and edit pipelines.
Plan your sales stages before creating them. Think about the key milestones in your sales process.
Each pipeline should represent a distinct sales process (e.g., "New Business", "Upsell", "Partner Deals").
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Step 1: Create a Pipeline
Set up a new sales pipeline:
1Go to Settings → Pipelines in the main navigation.
2Click Add Pipeline and enter a descriptive name.
3The new pipeline is created with default stages that you can customize.
4You can create as many pipelines as you need for different sales processes.
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Step 2: Configure Stages
Customize the stages within your pipeline:
1Click on a pipeline to view and edit its stages.
2For each stage, set the name, probability (0-100%), color, and an optional emoji.
3The probability represents how likely a deal in that stage is to close. It is used for weighted revenue forecasting.
4Drag stages to reorder them. The order defines the natural progression of deals.
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Step 3: Add Deals to the Pipeline
Start adding deals to your pipeline:
1Create a new deal from the Deals page or directly from a customer record.
2Select the pipeline and the initial stage for the deal.
3Enter the deal title, value, expected close date, and assign it to a team member.
4Link the deal to an existing customer to maintain relationship context.
5Add optional line items from your product catalog to itemize the deal value.
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Step 4: Use the Kanban Board
Manage your deals visually on the kanban board:
1Go to Pipeline in the main navigation to see the kanban board.
2Each column represents a pipeline stage. Deals are shown as cards with key information.
3Drag and drop deal cards between columns to move them through stages. On mobile, use long-press to drag.
4The board header shows the total value and deal count for each stage.
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Step 5: Filter and Analyze
Use filters and views to focus on what matters:
1Switch between pipelines using the tabs at the top of the kanban board.
2Filter deals by assigned user, date range, or deal value.
3Each tab shows the deal count so you can see where deals are concentrated.
4Use the Forecast page to see weighted revenue projections based on stage probabilities.
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Step 6: Win or Lose Deals
Close out deals when they reach a conclusion:
1Open a deal and click Won to mark it as successfully closed.
2Click Lost if the deal didn't work out. Optionally enter a reason for tracking.
3Won deals contribute to your actual revenue in reports and forecasts.
4Won deals can be converted to projects for delivery tracking.
Tips & Best Practices
Keep stages clear and concise: 4-7 stages is ideal. Too many stages slow down your process.
Set realistic probabilities: review your historical win rates to set accurate stage probabilities for better forecasting.
Use colors and emoji: visual cues help your team quickly identify stage types at a glance on the kanban board.
Review your pipeline regularly: remove stale deals and update close dates to keep your forecast accurate.
Create separate pipelines: different sales processes (new business vs. renewals) deserve their own pipelines with tailored stages.
Need Help?
If you need assistance setting up your sales pipeline, our team is happy to help. Reach out via the contact page and we'll guide you through the process.
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