Pipeline View
The Sales Pipeline provides a Kanban-style board for visually tracking deals through your sales process.Default Pipeline Stages
Clarky includes these default stages:1
Lead
Initial contact, early qualification phase
2
Qualified
Confirmed fit, moving to proposal
3
Proposal
Quote or proposal sent
4
Negotiation
Discussing terms and pricing
5
Closed Won
Deal completed successfully
6
Closed Lost
Deal didn’t close
Customizing Stages
Modify stages to match your sales process:- Go to CRM > Pipeline Settings
- Add, remove, or rename stages
- Set stage colors
- Define stage criteria
Moving Contacts
Drag and Drop
Simply drag contact cards between stages to update their status.Manual Update
Click a contact and change their stage manually in the details view.Automated Movement
Set up rules to automatically move contacts:- After certain conversation topics
- Based on time in stage
- When specific actions occur
Deal Tracking
Each contact card shows:- Contact name
- Deal value
- Time in current stage
- Last interaction date
- Quick action buttons
Pipeline Metrics
View key metrics at the top:- Total Pipeline Value: Sum of all open deals
- Conversion Rate: Percentage moving through stages
- Average Deal Size: Typical deal value
- Average Sales Cycle: Time from lead to close
Next Steps
Manage Contacts
Learn more about contact management