Understanding pipeline stages

Your pipeline tracks the deals you're working from first contact through to a decision. Each opportunity sits in a stage that reflects where it is in your process, and you advance it as the deal progresses. The board view lets you see your whole pipeline at a glance and move work forward.

Stages move in a clear progression — from an early lead, through qualification and discovery, into a quote or proposal, and finally to a closed outcome that is either won or lost. Keeping each opportunity in its true stage is what makes your pipeline trustworthy, both for your own forecasting and for the prompts Vavan gives you.

Vavan helps keep the pipeline honest by flagging opportunities that have stalled in a stage longer than expected, so you can follow up or move on rather than letting them quietly age. When a deal closes as won, the account carries forward into your customer base, where the CRM's ongoing signals take over.