Ottly Sales
Pipelines
Visualize and manage your sales pipeline
Pipeline View
The pipeline view shows all your deals organized by stage. Drag and drop deals between stages to update their status.
Default Stages
| Stage | Description |
|---|---|
| New | Fresh leads that haven't been contacted yet |
| Contacted | Initial outreach has been made |
| Qualified | Lead has been qualified as a potential customer |
| Proposal | A proposal or quote has been sent |
| Won | Deal closed successfully |
| Lost | Deal did not close |
Customizing Stages
You can rename, add, or remove pipeline stages to match your sales process. Go to Settings > General to customize your pipeline.