Pipeline stages (service businesses)
Default flow from new lead through estimate, quote, follow-up, won or lost.
Overview
The Pipeline is built for service businesses: move **Deals** from first contact through estimate, quote, and follow-up until **Won** or **Lost**. Sending a quote can advance the linked deal when your workspace links quotes to deals.
Typical stages
- 1
New Lead → Contacted → Estimate scheduled → Estimate completed → Quote sent → Follow-up → Won / Lost
- 2
Use **next action** dates so your team knows what to do today.
- 3
**Quotes** tied to deals keep pricing aligned with stage (e.g. Quote sent).
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