Sales Pipeline

Read time 10 min Level Intermediate Prerequisites At least one client (or prospect company) in your CRM, with the Business Prospecting feature enabled on your tenant

In a nutshell: The Sales Pipeline is a six-stage kanban for new business -- Contact → Qualified → Proposal → Quote Sent → Won → Lost -- with four tabs: PIPELINE (the board), DASHBOARD (analytics), PITCH LISTS and PITCH QUEUE. Every prospect is a real CRM client from the moment you add the card. Drag a card to Quote Sent to hand off to your Account Manager -- that creates a provisional agreement in Account Management's Forward Planning lane. When the agreement is signed, the card moves to Won automatically.

What you will learn

How the Sales Pipeline sits inside Buzzscribed's BUSINESS workflow.
The four tabs -- PIPELINE, DASHBOARD, PITCH LISTS, PITCH QUEUE -- and what each is for.
The six pipeline stages and how the hand-off to Account Management works.
How card heat, the Stale flag and the analytics widgets keep you focused on the right deals.

The mental model: your sales board, integrated with delivery

The Sales Pipeline lives under the BUSINESS menu, alongside Account Management and Finance & Invoicing -- commercial workflows in one place.

Every card on the board is a prospect: a piece of new business in progress. The moment a card is added, Buzzscribed creates or reuses a row in the Clients table for that company. The prospect is a CRM client from day one; the pipeline card tracks the deal alongside that client record.

When a deal is close to landing, drag it to Quote Sent. Buzzscribed opens the Send to Account Manager modal and creates a provisional agreement in Account Management's Forward Planning lane. Won updates automatically once the agreement is signed in Account Management. One integrated flow, from first contact to live retainer.

Acme PR Corp's pipeline holds the mix you would expect -- B2B fintech prospects in the Mr Widget Ltd mould, regional consumer brands like Northwind Outdoor Co, and a steady stream of one-off project enquiries.

[Screenshot placeholder -- Sales Pipeline: the four tabs across the top, the KPI stat bar, the filter row, and the kanban board with columns Contact / Qualified / Proposal / Quote Sent / Won / Lost.]

The PIPELINE tab: KPI cards, filter bar, then the six-column kanban board. Won and Lost sit on the right; Won updates automatically once the agreement is signed in Account Management.

The four tabs

PIPELINE: The kanban board itself, plus a KPI stat bar (Total Prospects, Pipeline Value, Callbacks Due, Going Cold, Hot Leads), a filter row, a Today's Focus panel (Callbacks Due / Going Cold / Recent Email Opens / Hot Leads) and a Lost Deal Insights panel that aggregates why deals were lost. Flip the board into a table view or chart view with the view-toggle buttons.
DASHBOARD: The analytics tab. A KPI summary row plus widgets: Conversion Funnel, Win/Loss Ratio, Pipeline Value Over Time, Stage Duration, Team Leaderboard, a Pipeline Schedule timeline (30 / 60 / 90 / 180-day zoom), and a Pipeline to Revenue section (End-to-End Funnel from Contact to Active, Pipeline vs Revenue over 12 months, Post-Close Stage Duration).
PITCH LISTS: Contact lists with their own outreach cadence. Open a list and you get per-contact status (Pending / In Progress / Replied / Meeting Booked / Not Interested / Paused), a heat field, and a Send Bulk Email action -- the page carries its own built-in bulk-email cadence for prospecting.
PITCH QUEUE: Your task list -- callbacks and follow-ups scheduled against prospects, grouped Overdue / Today / Tomorrow / This Week.

The six stages

Six fixed stages cover the journey from first contact to a signed agreement:

Contact -- initial outreach, first contact made, gauging interest.
Qualified -- confirmed need and budget; worth pursuing.
Proposal -- services and scope shared with the prospect.
Quote Sent -- pricing out; the hand-off trigger to Account Management.
Won -- deal closed. Buzzscribed moves the card here automatically when the agreement is signed.
Lost -- prospect declined or went elsewhere. Dragging to Lost cancels any provisional agreement that was already created.

Won is automatic by design: once an agreement is signed in Account Management, the pipeline catches up on the next sync. Your team focuses on selling and delivering; Buzzscribed keeps the board honest.

The hand-off: drag to Quote Sent

Drag a card into the Quote Sent column and the Send to Account Manager modal opens. Confirm the service model (Retainer, with a retainer type -- Standard, Flex-Hours, Amortised, Bi-Monthly -- the months, an optional fee override), capture a contact if one is missing, and add hand-off notes. Submit (the button reads Create Business Flow / Send to Account Manager) and a provisional agreement lands in Account Management's Forward Planning lane.

From there the Account Management workflow picks it up, runs a capacity check, and uses Set Up Agreement to convert the provisional agreement into a Draft agreement. Once signed, the pipeline card moves to Won automatically -- the loop closes itself.

Try this: Add a prospect by typing a company name into the "+ Add prospect" box at the bottom of the Contact column and pressing Enter. Buzzscribed creates the CRM client row and the card together. Drag the card from Contact to Quote Sent -- the Send to Account Manager modal opens. You have walked the pipeline-to-delivery hand-off in two motions.

Card heat and the Stale flag

Each card carries a heat rating you set by hand: Hot, Warm, Cold or Ice Cold. Heat colours the card so the board reads at a glance -- your hot prospects pop, your cold ones recede.

A single time-based marker keeps the board honest: a Stale overlay appears on any card that has gone 21 days without contact (and is not already Won or Lost). The 21-day timer is the cue to call, email, or move the deal -- whichever action keeps it alive.

When you log an activity, the Reception field captures how the prospect responded (the same Hot / Warm / Cold / Ice Cold scale). Reception nudges your read on the deal as it progresses.

Quick reference

BUSINESS menu > Sales Pipeline; feature-gated.
Four tabs: PIPELINE (board), DASHBOARD (analytics), PITCH LISTS, PITCH QUEUE.
Six stages: Contact, Qualified, Proposal, Quote Sent, Won, Lost.
Adding a card creates or reuses a Clients row -- prospects are CRM clients from day one.
Drag to Quote Sent → Send to Account Manager modal → provisional agreement in Account Management's Forward Planning lane.
Won updates automatically once the agreement is signed in Account Management.
Heat (Hot / Warm / Cold / Ice Cold) colours the card; Stale appears at 21 days of no contact.
DASHBOARD widgets: Conversion Funnel, Win/Loss Ratio, Pipeline Value Over Time, Stage Duration, Team Leaderboard, Pipeline Schedule, Pipeline to Revenue.
Pitch Lists run their own built-in bulk-email cadence on this page.

Key takeaways

The Sales Pipeline is a six-stage kanban for new business; every prospect is a real CRM client from the moment the card exists.
Drag to Quote Sent to hand off to Account Management; a provisional agreement lands in Forward Planning.
Won updates automatically once the agreement is signed in Account Management -- the pipeline and the delivery side stay in lockstep.
Heat is yours to set; the 21-day Stale flag tells you when a card needs your attention.