What is a Pipeline?

What is a Pipeline?

In the context of business opportunities, a pipeline refers to the structured process of identifying, tracking, and managing potential deals, sales leads, or business opportunities as they move through different stages toward closure. It is commonly used in sales, business development, and investment.


Key Stages of a Business Opportunity Pipeline:
  1. Lead Generation – Identifying potential customers, partners, or investment opportunities.
  2. Qualification – Assessing whether the opportunity is viable based on criteria such as budget, need, and authority.
  3. Proposal & Negotiation – Presenting offers, negotiating terms, and addressing concerns.
  4. Commitment & Closing – Finalizing the deal, signing agreements, and securing revenue.
  5. Post-Sale/Follow-Up – Ensuring customer satisfaction, delivery, and potential upsell opportunities.
Benefits of a Business Opportunity Pipeline:
  • Improves Forecasting: Helps predict future revenue and business growth.
  • Enhances Decision-Making: Allows businesses to focus on high-value opportunities.
  • Streamlines Processes: Provides a structured approach to deal management.
  • Boosts Conversion Rates: Helps identify and address bottlenecks early.
Common Tools Used:

Many businesses use CRM (Customer Relationship Management) software like Salesforce, HubSpot, or Zoho CRM to manage their opportunity pipelines efficiently. In consource you don't need to leave the platform, you can manage your pipelines there.



    • Related Articles

    • How can I view a initiative content?

      To view an pipeline initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To view the content of a initiative, click "View": A pop-up will open showing you the initiative details: Click cancel to go back ...
    • How to close a initiative?

      To close a "Pipeline Initiative", go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To close the initiative, find the initiative and click "Close": Confirm that you want to close the initiative: The initiative is ...
    • How to edit a initiative?

      To edit a Pipeline Initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To Edit the initiative, click "Edit": Change any information you want: Click "Submit": The Initiative is updated: To learn more ...
    • How do I reject a initiative?

      Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click "Reject" under the hamburger menu: Confirm that you really want to reject the Initiative: The initiative status ...
    • How can I delete a initiative?

      Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click "Delete" under the hamburger menu: Confirm it by clicking "Yes": The initiative is deleted from the pipeline: ...