Creating a Deal Pipeline That Converts
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Your pipeline is a map of money in motion
A deal pipeline shows you every revenue opportunity your business has — where it is, how much it's worth, and what needs to happen to close it. Proactiq's Kanban board makes this visual and instant.
The default deal stages
Proactiq comes with six stages that map to most B2B sales processes:
- Lead — First contact, unqualified
- Qualified — Confirmed fit, budget, and timeline
- Proposal — Quote or proposal sent
- Negotiation — Terms being discussed
- Won — Closed! Revenue confirmed
- Lost — Not proceeding. Always record a lost reason — this data is gold for improving your process.
Creating a deal
Go to CRM → Deals → New deal. Fill in the title, expected value, associated contact, and your probability of closing (0-100%). The total pipeline value on your dashboard automatically includes this deal weighted by probability.
Using the Kanban board
The Kanban view shows all your deals as cards, grouped by stage. Drag a card from Proposal to Negotiation the moment you get on a call. When a deal closes, move it to Won — this triggers a notification and an automation if you've set one up.