# Manage your sales pipeline and deals — Stacks Features > Track every deal from lead to won with Stacks' drag-and-drop sales pipeline. Add deals, move them through stages, see a weighted forecast, and mark deals won or lost — free and unlimited. Markdown version of https://stackscrm.com/features/manage-sales-pipeline — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [CRM](https://stackscrm.com/features#crm) › **Manage your sales pipeline** # Manage your sales pipeline and deals CRM · about 4 min · updated Aug 2026 Your pipeline is a visual board of every deal you're working, laid out by stage — so you can see at a glance what's in play, what it's worth, and what's about to close. In Stacks you add a deal, drag it from stage to stage as it moves forward, and mark it won or lost at the finish line. It's all free, with no cap on deals or pipelines. ## Before you start - Every workspace already includes a ready-made **Sales Pipeline** — *Lead → Contacted → Qualified → Proposal → Negotiation → Won* — so you can start adding deals right away without any setup. - A deal can be linked to a **contact** and/or a **company**, but neither is required. If you want them ready to pick, [import your contacts](https://stackscrm.com/features/import-contacts) first. - Adding and moving deals is available to **admins, managers and members**. View-only users can see the board but can't change it, and editing the pipeline's stages is **admin-only**. ## Step by step 1. **Open your pipeline.** In the left menu under **CRM**, click **Pipeline**. You'll see a Kanban board with one column per stage and a card for each open deal. If you have more than one pipeline, use the **Pipeline** dropdown at the top to switch between them. 2. **Add a deal.** Click **+ Add Deal**. Give it a **title** and a **value**, choose the **pipeline** and **stage**, and — optionally — link a **contact** and **company**, set a **win probability**, and pick an **expected close date**. Leave probability blank and Stacks uses the stage's default. Save, and the deal shows up as a card in its stage. 3. **Move deals through your stages.** As a deal progresses, **drag its card** to the next column. Stacks saves the move the moment you drop the card and updates the deal count on each column; the dollar totals and stats refresh the next time the board loads. 4. **Open a deal for the full picture.** **Click any card** to open its detail page — value, contact, company, probability, expected close, plus **notes**, **tasks**, and an activity timeline. Click **Edit** to change any field. 5. **Close it out — won or lost.** On an open deal, click **Mark Won** or **Mark Lost** (you can jot a reason for a loss). The deal leaves the board and files into your **Deals** list under its new status. 💡 **It's all free.** The whole pipeline — unlimited deals, unlimited pipelines, custom stages, and the drag-and-drop board — is free on every plan. There's no per-deal cap and no paid gate on any of it. ## Good to know - **Weighted forecast built in.** Each stage carries a win probability, so the board shows a **weighted (expected) value** next to the raw total — a more realistic read on what's likely to close. The stats row up top also tracks total value, average deal size, and your close rate. - **Custom pipelines and stages.** Admins can rename, recolor, add, or remove stages — and build separate pipelines for different sales processes — under **Settings → Pipelines**. If you remove a stage that still has deals, Stacks moves them to the first remaining stage rather than losing them. - **A list view and Insights too.** Beyond the board, **Deals** gives you a sortable list you can filter by open, won, or lost (with running totals), and **Insights** rolls up KPIs like open value, weighted forecast, win rate, and velocity, plus a stage funnel and a monthly won trend. - **Multi-currency.** Each deal can be recorded in USD, EUR, GBP, or CAD. ## Frequently asked How do I mark a deal as won or lost? Open the deal and click **Mark Won** or **Mark Lost** — you can note a reason for a loss. The deal moves off the board and into your Deals list under that status. Can I have more than one pipeline? Yes. Admins can create as many pipelines as you need under **Settings → Pipelines** — one per sales process — and everyone can switch between them from the dropdown on the board. What happens to the counts and totals when I drag a card? The deal count on each column updates the moment you drop the card, and Stacks saves the new stage right away. The dollar figures — each column's total, its weighted (expected) value, and the stats row up top — refresh the next time the board loads. Was this helpful? ## Related articles [Import your contacts →](https://stackscrm.com/features/import-contacts) [Add a deal →](https://stackscrm.com/features/manage-sales-pipeline) [Customize your pipeline stages →](https://stackscrm.com/features/organize-contacts-with-tags) [View your pipeline insights →](https://stackscrm.com/features/manage-sales-pipeline) ### Ready to close more deals? Core business tools, unlimited users, free forever. [Start free →](https://stackscrm.com/register) [Explore more features →](https://stackscrm.com/features)