Pipeline :
The pipeline gives you a clear understanding of the value of deals at various stages of the pipeline along with the number of deals won and lost.

When creating a deal, following are the deal fields you can input to define a deal:
Mandatory Fields
Name - Name of the deal.
Stage - Stage assigned to deal.
Lead - Leads for the deal.
Product - product for the deal.

Other Fields
Due Date
Assigned To
Worth of the deal
Organisational ,individual and secondary contact

You can also select and deselect the aforementioned fields along with User defined fields by clicking on more fields button at the bottom.
Was this article helpful?
Thank you!