> ## Documentation Index > Fetch the complete documentation index at: https://assembly.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Sales pipeline tracker > Track every deal from first conversation to close on a board, a table, or a chart, linked to the companies and contacts in your CRM. > [!NOTE] > > **Template.** You can change anything about this app by describing it in its build chat. See [App templates](https://assembly.com/docs/building-new-apps/app-templates.md). Track your team's deals through the stages of your sales pipeline. Each deal links to a company and contact in your CRM, carries a value, an owner, and a win probability, and keeps notes and a full activity history. A chart view shows your open pipeline, win rate, and what you've closed over time. **Category:** Trackers, Dashboards · **Used by:** your team · **Works with:** CRM, Invoices, Contracts, Forms This app is for your internal team only. Clients who open it see a message that it's for internal team members, and they never see deals, stages, values, or notes. ## Features * A pipeline with six starting stages: **Lead**, **Qualified**, **Proposal**, **Negotiation**, **Closed won**, and **Closed lost**, which admins can rename, recolor, reorder, and extend * Three views: **Kanban** with drag-and-drop stage changes, **Table** with bulk actions, and **Chart** with pipeline totals and win rate * Saved views, each with its own filters, so every teammate can keep the views they use most * Deals linked to a CRM company and primary contact, with the option to hold a new company back from the CRM until the deal is won * A win probability on every deal that follows its stage by default, or that you can set by hand * Notes with @mentions, copied to the company's or contact's notes in your CRM, plus an activity history of every change * Invoices, contracts, and forms linked to a deal, with their live status * Import deals from a CSV file * Notifications when you're assigned a deal, when a deal moves stage or closes, when you're mentioned, and when a deal passes its expected close date ## How to use it ### For your team > [accordion] Create a deal > > 1. Open the app and click **Create deal**, or click the plus on a stage column to create it in that stage. > 2. Enter a **Title**. This is the only required field. > 3. Pick a company and a primary contact from your CRM, or create a new company and contact right there. > 4. Optionally set the **Value (\$)**, **Stage**, **Owner**, **Collaborators**, **Expected close date**, **Probability**, **Source**, and **Description**. > 5. Click **Create deal**. New deals start in the stage marked as the default entry stage unless you pick another. > [accordion] Hold a new company back from the CRM > > When you create a new company on a deal, choose what happens to it: **Immediately** adds it to your CRM now, and **When this deal is Closed Won** keeps it on the deal only. A held-back company is marked **Will be added to CRM when this deal is won.** When the deal moves to **Closed won**, the company and contact are created in your CRM. Admins set the default for each pipeline under **Default CRM behavior**. > [accordion] Move a deal through the pipeline > > Drag a deal's card to another column on the **Kanban** view, or change its **Stage** on the deal. Moving a deal to **Closed won** or **Closed lost** asks for the **Final value (\$)**, **Close date**, and, for a lost deal, a **Lost reason** such as **Price**, **Timing**, or **Went with competitor**. Moving a closed deal back to an open stage reopens it and clears its close details. A deal's probability follows its stage's default win probability unless you've set it by hand. > [accordion] Work in the table > > Switch to the **Table** view to see deals as rows with their **Title**, **Company**, **Stage**, **Value**, **Probability**, **Owner**, **Close date**, and **Status**. Select several deals to **Move to stage**, **Assign owner**, or delete them at once. Moving several deals to a closed stage asks for one set of close details for all of them. > [accordion] Filter and save views > > Use search and **Filters** to narrow deals by **Status**, **Stage**, **Owner**, **Value**, **Close date**, or company. To keep a set of filters, click the add view button next to the view tabs and name the view. Views are your own; teammates don't see them. You need to keep at least one view. > [accordion] Read the chart > > The **Chart** view shows **Open pipeline**, **Total value**, **Win rate**, **Value by stage**, and **Closed won over time**, for the deals in your current filters. Use the comparison picker, which starts at **No comparison**, to compare the numbers with another period. > [accordion] Add notes and link records > > Open a deal and type in **Add a note**. Type @ to mention a teammate, who is then notified. Each note is also saved to the deal's company in your CRM, or to its primary contact if there's no company. Only a note's author can edit or delete it. Under **Invoices**, **Proposals & contracts**, and **Forms**, link existing Assembly records to the deal to see their status, such as whether a contract is signed. > [accordion] Import deals from a CSV > > 1. From the app's actions menu, choose **Import deals from CSV**. > 2. Choose a file or drop it in. It needs a header row and at least one deal. > 3. Match your columns to deal fields: **Deal title** is required, and **Company**, **Value**, **Stage**, **Expected close date**, **Source**, and **Description** are optional. > 4. Import. A company that isn't in your CRM, or a stage that isn't in your pipeline, is left blank rather than stopping the import. > [accordion] Set up the pipeline (admins) > > Admins choose **Edit pipeline** from the app's actions menu. There you can change the **Pipeline name**, the **Stage order**, each stage's name, color, and **Default win probability**, which stage **New deals start here**, the **Default CRM behavior**, the order of the view tabs, and which company custom fields show on deals under **Custom fields to display**. A pipeline needs at least two stages, with exactly one closed won stage, one closed lost stage, and one entry stage. A stage that still has deals can't be deleted until you move them. Admins can also add, rename, and recolor stages directly on the board. > [accordion] Delete a deal > > Open the deal and click **Delete deal**. This removes its notes, activity, and linked records from the app. It can't be undone. If an admin has limited a teammate to certain companies, that teammate only sees deals for those companies. When the app is opened from a company's page in your CRM, it shows only that company's deals. ## Notifications All notifications go to the deal's owner and collaborators, never to the person who made the change, as an email and an in-product notification. * **When a deal is assigned or its owner changes**, the owner and collaborators are notified, and new collaborators are notified when they're added. * **When a deal moves stage**, the owner and collaborators are notified. * **When a deal is won or lost**, they're notified with the final value or the lost reason. * **When someone mentions you in a note**, you're notified with the note. * **When an open deal passes its expected close date**, the owner and collaborators are notified once. Moving the date later sets up a new reminder. To change who's notified or what the messages say, see [Configuring notifications](https://assembly.com/docs/building-new-apps/configuring-notifications.md). ## Set it up **1. Add the template** Click **Add App** in the Dashboard sidebar. Find **Sales pipeline tracker** under **Start from a template**, or scroll down to **Browse all apps** and pick the **Trackers** filter. **2. Try it as your team** The app lands in your sidebar as a draft with a starting pipeline. If you're an admin, choose **Edit pipeline** to match the stages to your sales process, then create a test deal or import a few from a CSV. **3. Publish it** Publish the app so your team can use it. Clients never see it. See [Launching apps](https://assembly.com/docs/building-new-apps/launching-apps.md). ## Change it with the app builder This app is a template, so you can change anything about it by describing what you want. **1. Open the build chat** Open **Sales pipeline tracker** from your Dashboard sidebar, click its name at the top, then click **Switch to builder**. **2. Describe the change** Write what you want the way you'd ask a teammate. Say who it's for and where it shows up, such as the board, the table, or the chart. **3. Check the preview** The app builder makes the change and updates the preview. Switch to **Team view** to check it. **4. Publish** Click **Publish** when you're happy. Until you do, your team keeps seeing the last published version. Changes people often make to this template: * "Show the weighted value, value times probability, on each stage column and in the chart" * "Add a client page where each client sees their own deals with a simple status, without stages, probability, or notes" * "Let admins run more than one pipeline, such as New business and Renewals" * "Send the overdue reminder three days before the expected close date instead of after" * "Add Annual and Monthly to deals as a Billing type and filter the table by it" * "Add Budget and Partner to the lost reasons" See [Iterating on apps](https://assembly.com/docs/building-new-apps/iterating-on-apps.md) for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose **Rename app** or **Manage app**. ## Related > [card] [Client project tracker](https://assembly.com/docs/apps/client-project-tracker.md) > > Track milestones and progress for each client engagement > [card] [Client engagement dashboard](https://assembly.com/docs/apps/client-engagement-dashboard.md) > > See which clients are active and which need attention [View this template on assembly.com](https://assembly.com/templates/deals-pipeline) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.