Sales Pipelining

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Sales Pipelining

Understanding pipelines, stages, deals, and tasks

• Last updated June 17, 2025 at 12:31 PM*

Every business and sales process is unique. In this article, you'll learn about pipelines, stages, deals, and tasks to set up your custom sales process.

Pipelines

A pipeline is a defined set of stages for tracking a process. You can create an unlimited number of pipelines. For example, you may have one sales process for selling ads, one for selling a subscription service, or one for following up with existing customers to try to upsell them.

• Creating and Editing a Pipeline

Stages

Stages represent the steps included in your pipeline (sales process). In the CRM, they are presented in columns and move from left to right. Any deal you create should start in the left column and can be dragged to other columns as it progresses. There is no limit to the number of stages that you can have in your pipeline.

• Creating and Editing a Stage

Deals

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action. Each deal can have a primary contact and secondary contacts.

• Creating a Deal for Your Pipeline

Tasks

A task is a to-do item for your deal. This can include lunch, a call, an email, or a meeting.

• Creating a Task for Your Deal

More information

In-depth information is available on our Deals CRM. Learn how to use Deals CRM to enhance relationships.

See Also

• Original ActiveCampaign Article

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