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Sales pipelines & deals
Build sales pipelines from templates in LogAI, create deals against your leads, drag them through kanban stages with exit requirements, automate stage transitions, and close deals as won or lost.
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A deal is an opportunity attached to a lead, and it moves through the stages of a pipeline on a kanban board at Sales → Opportunities. One lead can carry multiple deals. Where a lead's status is a simple five-step lifecycle, pipelines are fully yours: custom stages, per-stage requirements, and automations.
Set up a pipeline
- Open pipeline management. Go to Workflows → Configurations and open the
Pipelinetab. (Pipelines are managed here, not under Sales.) If you enabled demo data when creating your organization, a ready-made, active Sales Pipeline is already waiting there. - Start from a template. Expand Sales Pipeline Templates and click
Use Template— orCreate Customfor a blank slate. Templates: Core Sales Pipeline (Discovery → Qualification → Negotiation → Closed Won / Closed Lost), Post-Sale Onboarding, Service Request Pipeline, and Blank Guided Pipeline. Your copy is fully editable. - Tune the stages. In the stage editor, rename stages, activate/deactivate them, set exit requirements (fields a deal must have before it can leave the stage — e.g. Budget Range before leaving Qualification), and attach automation workflows that fire when a deal enters or leaves a stage.
- Activate it. New pipelines start as Draft. Set the status to Active — only active pipelines appear on the Deals board and in the deal-creation picker.
Archiving is reversible: Archiving a pipeline hides it and its deals from the board — “You can restore it later by setting it back to Active.” Deleting a pipeline, by contrast, cannot be undone.
Create a deal
- Click New Deal. From the Contacts page header, the board, or a lead's Sales tab. The New Deal panel opens.
- Pick the contact. Search by name, email, or phone and select the lead. The company name and source channel auto-fill. No match? The link
Can't find a match? Create new leadopens the lead wizard inline. - Describe the deal. Enter the
Deal Title(required), an optional description, and theDeal Valuewith its currency (USD, EUR, GBP, INR, AUD, CAD, SGD, or AED). Pick thePipeline(active ones only) and theOwner— it defaults to you. - Create. Click
New Deal. The deal lands in the pipeline's first stage on the board.
Work the board
Pick a pipeline from the selector, then drag cards between stage columns — or switch to List view for a sortable table (Deal, Company, Pipeline, Stage, Deal Value, Owner, Created). Search deals, filter by source channel, or use each column's filter popover. Clicking a card opens the deal's details, from which you can jump to the underlying lead.
| When a move is blocked | Why |
|---|---|
| “{Stage} is inactive and cannot receive deals” | The target stage is deactivated — reactivate it in the pipeline editor or pick another stage. |
| “Cannot move deal — missing required fields: …” | The current stage has exit requirements the deal doesn't meet yet. Fill the listed fields on the lead (for example Budget Range, Authority Contact) and retry. |
| “You don't have permission to move deals” | Moving deals needs Editor access on the contacts resource — ask your admin. |
Winning and losing
Closing is just a stage move: drag the deal into a terminal stage — Closed Won or Closed Lost in the Core Sales Pipeline. Terminal deals can be reopened later from the lead's Sales tab if the opportunity comes back to life.
Automate your pipeline
Each stage can trigger workflow automations — “When a deal enters this stage” or “When a deal leaves this stage” — configured in the stage editor and built in the visual builder under Workflows. Typical uses: notify the owner on stage entry, create a follow-up task, or send a templated email when a deal closes.
Frequently asked questions
What's the difference between a lead's status and a deal's stage?
A lead status is a fixed five-step contact lifecycle (New → Lost/Converted). A deal is a separate record attached to a lead that moves through the customizable stages of a pipeline. One lead can have several deals.
Why can't I drag my deal to the next stage?
Either the target stage is inactive, or the current stage has exit requirements the deal doesn't meet — the message lists exactly which fields are missing. Fill them on the lead and retry.
Where do I create or edit pipelines?
Under Workflows → Configurations, in the Pipeline tab — not under Sales. Use a template or create a custom pipeline, edit its stages, and set it Active so it appears on the Deals board.
Which pipeline templates are available?
Core Sales Pipeline, Post-Sale Onboarding, Service Request Pipeline, and Blank Guided Pipeline. Your copy of a template is fully editable. (Organizations created with demo data also start with a ready-made active pipeline.)
How do I mark a deal as won or lost?
Drag it into a terminal stage — Closed Won or Closed Lost in the Core Sales Pipeline. You can reopen a closed deal later from the lead's Sales tab.
What happens to deals when I archive a pipeline?
They disappear from the board along with the pipeline, but nothing is deleted — set the pipeline back to Active and everything returns. Deleting a pipeline is permanent.
Which currencies can a deal use?
US Dollar, Euro, British Pound, Indian Rupee, Australian Dollar, Canadian Dollar, Singapore Dollar, and UAE Dirham — chosen per deal next to the Deal Value.
Can LogAI automate actions when deals change stage?
Yes — attach workflows to any stage that fire when a deal enters or leaves it, built in the visual workflow builder. Notifications, tasks, and emails are common patterns.
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