Clear stages and owners help your team know which opportunities need action.

What this feature is for

• Clear stages and owners help your team know which opportunities need action.

When to use it

• Several people manage sales or project intake.
• Opportunities are sitting without a next step.

Do it manually

1. Open Customers and choose Pipeline.
2. Review the existing stages.
3. Update each opportunity with a current stage and owner.
4. Add the next task or follow-up date.
5. Use a saved view for stale or high-value opportunities.

Ask Faster AI

Review my open opportunities. Group them by stage and owner, flag stale items, and suggest the next follow-up task for each high-priority deal.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of set pipeline stages and owners.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Track opportunities and pipeline work
• Use saved customer views