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DEALS
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Pipelines

CURRENT

Pipelines in use

Every workspace starts with Sales; add more as the shape of the work changes.

Sales

Default
New entry
Qualified standard
Proposal standard
Negotiation standard
Won won
Lost lost
NEW PIPELINE

Add another operating flow

For a different kind of sale — renewals, expansion, referrals.

NEW STAGE

Extend an existing pipeline

Add a step — qualification, security review, handoff.