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Pipeline View

The Sales Pipeline provides a Kanban-style board for visually tracking deals through your sales process.

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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

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Customizing Stages

Modify stages to match your sales process:
  1. Go to CRM > Pipeline Settings
  2. Add, remove, or rename stages
  3. Set stage colors
  4. Define stage criteria

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Moving Contacts

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Drag and Drop

Simply drag contact cards between stages to update their status.

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Manual Update

Click a contact and change their stage manually in the details view.

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Automated Movement

Set up rules to automatically move contacts:
  • After certain conversation topics
  • Based on time in stage
  • When specific actions occur

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Deal Tracking

Each contact card shows:
  • Contact name
  • Deal value
  • Time in current stage
  • Last interaction date
  • Quick action buttons

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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

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Next Steps

Manage Contacts

Learn more about contact management