CRM

Pipelines & stages

A pipeline is your sales process expressed as an ordered set of stages. Every lead belongs to exactly one pipeline and sits in one of its stages.

Stages and categories

Stages are yours to name and reorder, for example New, Contacted, Qualified, Proposal, Won, Lost. Each stage has a category that tells SpeedIQ what the stage means, so reporting and automations work without matching stage names:

When you drag a lead into a Won or Lost stage, its status updates to match automatically. That is also what powers triggers like “entered any won stage”.

Multiple pipelines

You can run more than one pipeline, for example a Sales pipeline and a Partner pipeline, each with its own stages. One pipeline is the default: new leads with no explicit destination land in its first open stage.

Managing pipelines

Edit pipelines, stages, custom fields, and lost reasons under Settings → CRM. On the pipeline board itself, switch between pipelines with the tabs at the top, and toggle between the kanban board and a list view.