Sales teams group your sales reps and define the pipeline stages they work within. Each team has its own Kanban board with independently configured stages.
Creating a sales team
Go to Sales Teams in the sidebar
Click New Team
Enter a team name and assign members
Save
Configuring pipeline stages
Each team has its own set of pipeline stages. To configure them:
Click on a team name to open it
Click Stages
Add, reorder, rename, or remove stages
For each stage, you can set:
Close rate — estimated probability this stage reaches a close
Note required — whether a rep must add a note when moving a deal into this stage
Entrance criteria — optional questions or required fields that appear when a deal is moved into the stage
Locked — prevents reps from moving deals out of this stage manually (used for first and last stages)
Default stages
New sales teams are pre-populated with a default pipeline: Engaged → Scheduled → Solutioning → Negotiating → Offered → Signed.
Team leads
You can designate one member of each team as the team lead. Team leads appear in reporting and assignment views.