# Managing Your Sales Pipeline

**Category:** [CRM](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/crm-1)
**Updated:** 2026-08-19

## Setting up a pipeline

  
- Go to **CRM → Sales → Pipelines → New pipeline**.
  
- Give it a name and choose a currency.
  
- TotalCtrl creates default stages: Qualified (20%), Demo (40%), Proposal (60%), Negotiation (80%), Won (100%), Lost (0%).
  
- Edit stage names, probabilities, and colours to match your sales process.

## Creating deals

  
- Go to **CRM → Sales → Deals → New deal**.
  
- Enter a deal title, amount, close date, and select a pipeline and stage.
  
- Link contacts and companies.
  
- Add product line items from your product catalogue.

## Moving deals

Drag deal cards across the kanban board to advance them through stages. Moving a deal to a **Won** stage records the close date. Moving to a **Lost** stage prompts for a lost reason.

## AI sales insights

  
- **Deal next-step:** Open any deal and click **AI suggest** to get a recommended action.
  
- **Pipeline health report:** Go to **CRM → AI Insights** for a 1–10 health score, pipeline value forecast, stale deals, and recommendations.

## Cross-app actions from deals

  
- **Create invoice:** Convert a won deal directly into an Accounting invoice.
  
- **Create project:** Spin up a Projects board linked to the deal for delivery tracking.

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## Related Articles

- [What are Journeys?](https://help.totalctrl.app/en-US/articles/journeys-overview)
- [CRM Overview](https://help.totalctrl.app/en-US/articles/crm-overview)
- [CRM overview](https://help.totalctrl.app/en-US/articles/crm-overview-1)
- [Work pipelines and deals](https://help.totalctrl.app/en-US/articles/crm-pipelines-and-deals)
- [Running Email Campaigns](https://help.totalctrl.app/en-US/articles/running-email-campaigns)

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