The Pipeline view displays Deals as cards in columns, where each column represents a Deal Stage. Deal cards show the deal name, value, account, and days in stage. Managers can drag deals between stages directly from the pipeline view. The total value of deals in each stage is displayed at the top of each column.
Zoho CRM supports multiple pipelines, allowing businesses with distinct sales processes for different products or regions to maintain separate pipeline views with their own stage configurations and probability settings.
The Pipeline shows all deals currently in progress. The Forecast applies probability weightings to pipeline deals to project expected revenue for a period. A pipeline of INR 1 crore across all stages may translate to a forecast of only INR 35 lakhs once probabilities are applied.
A Pipeline in Zoho CRM is the visual Kanban-style display of all active Deals organised by Deal Stage. It shows the total value in each stage, allows drag-and-drop stage changes, and gives sales managers a real-time snapshot of the sales funnel.
Yes. Zoho CRM supports multiple pipelines, each with its own set of Deal Stages and probability percentages. This is useful for businesses with different sales processes for different product lines, geographies, or customer segments.
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