Understanding the deal pipeline stages
Learn how to customize and move leads through your sales pipeline.
The Deal Pipeline is the visual representation of your sales process. OpenThreadAI comes with a default pipeline, but you can customize it to fit your exact workflow.
Default Stages
- Lead: A new contact that has entered your system.
- Contacted: An email has been sent, but no reply yet.
- Replied: The prospect has engaged with your outreach.
- Meeting Booked: A demo or discovery call is scheduled.
- Closed Won: The deal was successful!
- Closed Lost: The prospect is not moving forward.