Views & pipelines
Build views, funnels, and stage logic for every team.
Overview
Views and pipelines align teams on shared definitions and stages. They turn the data model into role-specific execution.
Create multiple pipelines per segment without losing global reporting.
What you’ll do
- Create pipelines by segment, region, or product line.
- Build views that focus on next actions and deadlines.
- Group records by stage or owner for clear prioritization.
Best practices
- Limit stages to what the team actually uses.
- Define exit criteria for every stage to prevent drift.
- Review pipeline health monthly with stakeholders.