Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Define the stages in plain language.
A pipeline is useful when everyone understands what each stage means.
- Use stages that reflect actual customer progress.
- Write a short entry and exit rule for each stage.
- Agree when a deal is won, lost or paused.
Give every opportunity an owner.
Avoid shared responsibility that turns into no responsibility.
- Choose one accountable owner for each active opportunity.
- Record the next action and a sensible due date.
- Capture the context a colleague would need to take over.
Build follow-ups around the customer.
Use automation only after the manual process is clear.
- Identify reminders that would prevent missed work.
- Review templates for accuracy and the right tone.
- Confirm available automation and email connections during your demo.
Review the pipeline together.
A short, consistent review is more useful than an occasional cleanup.
- Look for overdue actions and deals without a next step.
- Review why opportunities stall rather than only counting them.
- Keep reports focused on decisions the team can act on.