Creating Your First Pipeline Opportunity

The Sales Pipeline is the heart of SwiftlyCRM. It tracks every deal from first contact to closed invoice using a visual Kanban board.

Understanding Pipeline Stages

SwiftlyCRM ships with six default stages. Deals flow through them from left to right:

You can rename, reorder, or add stages in Settings → Pipeline Stages.

Adding Your First Opportunity

1. Go to Pipeline in the sidebar
2. Click + New Opportunity (top right)
3. Fill in the required fields:
   • Title — e.g., "Acme Corp — ERP Integration"
   • Account — link to an existing account or create a new one
   • Value — estimated deal value in your currency
   • Close Date — target date for closing
   • Assigned To — which sales rep owns this deal
4. Click Create

The opportunity appears in the Lead column of your Kanban board.

Moving Deals Through Stages

• Drag and drop cards between columns on the Kanban board
• Or open the deal and change the Stage field in the detail view

Every stage change is recorded in the deal's Timeline with a timestamp and the name of who moved it.

Understanding Win Probability

Each stage has a probability percentage. When you move a deal to Proposal Sent (60%), SwiftlyCRM multiplies the deal value by 60% to calculate its weighted value in your pipeline forecast.

You can override the probability on individual deals if you have specific intelligence.

Logging Activities

From inside any opportunity, click Log Activity to record:

• A call, email, meeting, or note
• The date and outcome
• Next steps

These appear in the Timeline tab and the Activities feed.

What's Next?

• Import contacts →
• Create a proposal →
• Use AI to extract meeting insights →