Published at: 2025-10-30

Pipeline Process Feature Overview


1.1 Overview

The Pipeline drives an entire business lifecycle as a process, mapping standardized actions to each lifecycle stage and guiding opportunities toward success.

1.2 Value / Features

Segment business into configurable stages, each with clear tasks. The Pipeline advances opportunities through the full lifecycle to improve sales forecasting and win rates. Processes are reversible, skippable, reactivatable, and reusable.

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