Pipeline & Deals
Everything about pipelines, deals, stages, tasks, and filters.
Pipelines & Deals
What is a pipeline? Stages, Kanban vs List view explained
A pipeline is the visual board at the heart of Teamopipe — it shows all your deals organised into stages, so you can see exactly where every opportunity stands. This article explains how pipelines work, what stages are, and when to use Kanban vs List view.
How to create a deal from an email
Creating a deal from an email is the fastest way to get a lead into your pipeline — one click links the conversation and puts the deal on your board. This article covers both ways to create deals and explains contact-level vs thread-level email linking.
How to manage and move deals through stages
Once a deal is in your pipeline, managing it is straightforward — drag it across stages, update fields inline, log comments, and track every change in the activity log. This article covers everything you can do with a deal after it's created.
How to filter, sort and search deals
Filters let you cut through a busy pipeline and focus on exactly what matters — your deals, a specific stage, or any field combination. This article covers filtering, searching, and sorting in both Kanban and List view.
How to use tasks and follow-ups
Tasks are how you track what needs to happen next on a deal — follow-up calls, sending proposals, checking in after demos. This article covers creating tasks, managing the global task list, and using notifications so nothing slips.
How to archive and delete deals
Keeping your pipeline clean means removing deals that are done. This article covers how to delete deals individually or in bulk, what happens to linked emails and contacts, and how to manage the Free plan deal limit.