What this service solves
Bring one sales team's opportunities into a shared pipeline. Agree what each stage means, who owns a deal, and which follow-up should be created. The resulting view helps the team see where work is waiting and who is expected to act.
What you get
One configured pipeline
Stages, required fields, ownership, and the agreed follow-up rule are set up in a supported CRM.
Owner view and walkthrough
The team can see its deals by owner and practice moving a sample opportunity through the agreed steps.
What’s included
Configure stages and required fields
Define up to seven stages in business terms. Identify fields needed for a useful next step and configure required fields where the CRM supports them.
Set ownership and basic follow-up tasks
Set the agreed owner and follow-up rules. Check what happens when a deal arrives without an owner or a required value.
Build one owner view and train the team
Build one view for owners and walk the team through finding a deal, updating its stage, and checking its follow-up.
How implementation works
Map sales steps
Map current sales steps using representative deals. Agree on stage definitions and the action expected at each step.
Configure and verify
Configure the pipeline and verify its behavior with sample records and the available CRM permissions.
Walk through and launch
Review the owner view and one follow-up example with staff before the team starts using the pipeline.
Technical considerations
- Stage and field constraints
- Review whether the CRM plan supports the required field checks, role permissions, and follow-up trigger. When a rule depends on a stage transition, check how the CRM represents that transition before choosing the configuration.
Systems, inputs & prerequisites
CRM admin access, stage definitions, ownership rules, and example records.
- Authorized CRM administration access and confirmation that the plan supports the agreed rules.
- Sample deals, stage definitions, owner assignments, and a team member who can confirm the expected follow-up.
Starting scope & pricing
Base scope
One team, one CRM pipeline, up to seven stages, and one follow-up rule.
Illustrative workflow
Open deal
A rep creates a record with the customer and deal owner.
Set stage
The rep checks the required proposal fields and advances the deal.
Follow up
The agreed rule creates a task the owner can find in the team view.
Validation & handover
- Move a representative deal through the configured stages and check that the expected required fields and owner assignment work within the CRM plan.
- Run the agreed follow-up condition and verify that the expected task appears for the correct owner.
- Have the team locate its deals in the configured view and walk through what to check when an owner or follow-up is missing.
Limitations & possible extras
Limitations
Additional pipelines, data migration, advanced reporting, and CRM license costs are separate from the starting scope. Available controls depend on the CRM plan.
The CRM plan must support the required rules and permissions.
Possible extras
CRM licenses, data migration, additional pipelines, or advanced reporting.
Questions about this service
Can you configure the pipeline in our existing CRM?
Check the current plan, configuration permissions, and the stage and task controls needed for one pipeline. The supported setup depends on those findings.
How do we decide which fields should be required?
Use representative deals and agree on which values a rep or owner needs before the next step. Where the CRM supports stage-specific rules, verify the rule at the relevant transition.
Can two teams use different reminders within the starting scope?
The starting scope covers one team and one follow-up rule. Different teams or distinct reminder conditions need separate review.
Will our old deal records be moved into the new stages?
The engagement configures one pipeline and verifies representative records. A bulk move, field cleanup, or CRM migration requires a separate data plan and scope.