Overview

A well-structured sales funnel is the backbone of a successful CRM strategy. In Pipedrive, your sales funnel is visualized as a pipeline, allowing you to track leads, deals, and conversions at every stage. This guide walks you through how to set up, customize, and optimize a sales funnel using Pipedrive’s powerful pipeline features.

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🚀 What Is a Sales Funnel in Pipedrive?

In Pipedrive, a sales funnel = a sales pipeline. It’s a visual representation of the journey a lead takes from first contact to becoming a customer. Each stage in the pipeline represents a milestone in the sales process.

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🛠️ Step-by-Step: How to Create a Sales Funnel in Pipedrive

✅ Step 1: Navigate to the Pipeline View

• Go to the “Deals” tab in your Pipedrive dashboard
• You’ll land in your default pipeline view

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➕ Step 2: Create a New Pipeline

1. Click the pipeline dropdown (top-left of the Deals view)
2. Select “+ Add new pipeline”
3. Name your new pipeline (e.g., “B2B Sales Funnel”, “Inbound Leads Funnel”)
4. Click Create

📌 Each pipeline can represent a different funnel (e.g., by region, product line, or team).

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🔧 Step 3: Customize Your Sales Funnel Stages

1. Click “+ Add stage” or edit existing ones
2. Define each stage based on your sales process, e.g.:
   • Lead In
   • Contacted
   • Demo Scheduled
   • Proposal Sent
   • Negotiation
   • Won / Lost
3. Optionally, set rotten deals, probability %, and automation triggers

💡 Shorter, action-based stage names work best (e.g., “Demo Done” vs. “Client Consideration Phase”).

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👤 Step 4: Assign Owners and Permissions (Optional)

• In Settings > Manage Users, define who can view or edit the funnel
• Assign deal owners based on territory, sales rep, or product category

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📈 Step 5: Add Deals to Your Funnel

1. Click “+ Add deal” in the relevant stage
2. Fill in:
   • Contact person / organization
   • Deal value
   • Expected close date
   • Pipeline & stage
3. Click Save

🔁 You can drag and drop deals across stages as they move through the funnel.

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🎯 Pro Tips for Effective Sales Funnel Setup

Tip	Benefit
Keep stage names action-based	Helps sales reps understand next steps
Use stage probabilities	Powers better forecasting
Set up activity reminders	Keeps deals moving
Use multiple pipelines	For different business units or sales cycles
Leverage filters	Quickly identify stalled or high-value deals

🔄 How to Edit or Reorder Funnel Stages

1. Go to your pipeline view
2. Hover over the stage name → click Edit
3. Change the name, win probability, or rotten time
4. Drag and drop stages to reorder

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📊 Reporting on Your Sales Funnel

Use Pipedrive’s Insights and Reports to track:

• Funnel conversion rates
• Average time in each stage
• Sales velocity
• Lost reasons
• Revenue forecast by pipeline

🧠 Automation Ideas for Your Funnel

Use Pipedrive Workflow Automation to:

• Send emails when a deal enters a stage
• Assign tasks when a demo is scheduled
• Notify managers of high-value deals
• Auto-move deals if an activity is completed

📱 Managing Sales Funnels on Mobile

You can:

• View and update deals in pipelines
• Add activities and notes
• Move deals between stages

🧹 Maintain and Optimize Your Funnel

• Review “rotten” (inactive) deals weekly
• Regularly clean up lost or dead deals
• Use custom fields to enrich deal data
• Survey your sales team for process feedback

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✅ Summary Checklist

Task	Status
Created new pipeline	☐
Customized stage names	☐
Added deals	☐
Set win probabilities	☐
Set up automation (optional)	☐
Reviewed reporting dashboard	☐