Воронка и сделки
Всё о воронках, сделках, этапах, задачах и фильтрах.
Воронки
What is a pipeline? Stages, Kanban vs List view explained
Explains what a pipeline is, what stages are, and when to use Kanban vs List view.
How to create a pipeline
A pipeline is the board where deals move stage to stage. Most users start with one, then add more for different processes.
How to customize pipeline stages
Stages are the columns in your pipeline. They should match the real steps in your process.
How to show or hide fields in a pipeline
Fields are workspace-wide but shown or hidden per pipeline. This explains how to control what appears.
How to manage pipeline collaborators
How to invite teammates to a pipeline and control who can see or edit deals.
Сделки
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 create a deal manually
Shows when and how to create a deal without starting from an email thread.
How to manage and move deals through stages
How to move deals between stages in Kanban and List view, and keep your pipeline accurate.
How to move a deal to another pipeline
How to transfer a deal from one Teamopipe pipeline to another without losing its history.
How to view deal details and linked emails
Explains the deal detail panel — where to find fields, linked emails, tasks, comments, and activity history.
How to edit deal fields
Explains how to update default and custom deal fields from the deal panel or List view.
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 delete deals and keep your pipeline clean
Explains when to delete a deal, what deletion removes, and why closed deals should usually stay in a final stage.
Closed deals, lost deals, and when not to delete
How to handle deals that are finished without deleting useful history from your pipeline.
Поля
How to create a custom field
Create a custom field when Teamopipe's default fields aren't enough. Good fields help you filter, prioritize, and understand your pipeline faster.
How to create tags and dropdown options
Tags and dropdown fields need options before you can select anything. This shows how to add them.
Teamopipe field types explained
Explains every Teamopipe field type and the best use case for each.
How custom fields work in Teamopipe
Custom fields let you track information that is specific to your business: deal value, lead source, contract type, close date, industry, or anything else you need.
Задачи
How tasks and follow-ups work in Teamopipe
Explains how tasks help track next actions on deals, contacts, and organizations.
How to create a task from a deal or Kanban card
Step-by-step guide to adding follow-up tasks from deals and Kanban cards.
How to manage all tasks from the Tasks section
The Tasks section gives a workspace-wide view of every follow-up across all pipelines, contacts, and organizations.
How to use tasks in your daily sales routine
A practical daily routine for using Teamopipe tasks as your sales follow-up system.
How task notifications work
What task notifications mean, when they are sent, and how to use them without creating noise.
How to use date fields and avoid timezone surprises
Explains the known timezone date offset bug and the simple workaround to keep dates accurate.