Sales Pipelines

Section: Customer Relationship Management
URL: /admin/leads/pipelines
Page title: (2) Pipeline vânzări

Overview

Pipelines visualise leads as kanban-style stages, letting sales reps track progress and forecast revenue.

Business value

Visualises the sales process as a kanban board so reps see exactly where every deal stands and managers forecast revenue with confidence. Multiple pipelines support different sales motions (new biz vs renewal vs partner-led).

• Who uses it: Sales reps, sales managers, RevOps
• Key benefit: Forecast accuracy improves because pipeline value is visible, weighted, and dated.

Typical use cases:

• Run separate pipelines for inbound, outbound, and channel sales
• Move deals through stages by drag-and-drop during a sales review
• Forecast next-quarter revenue from weighted pipeline value

At a glance

Accessing this module

From the admin sidebar, navigate to Sales Pipelines, or open the URL directly:

/admin/leads/pipelines

List view

The list view shows existing sales pipelines records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Sales Pipelines from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/leads/pipelines