Pipelines in Sparkforge: Manage Opportunities and Sales Stages

Pipelines visually track opportunities as they move through the stages of your sales or service workflow. Each stage represents a step in the customer journey, and opportunities move left to right as they progress toward Won or Lost.

Where to find pipelines

Open Sub-account > Opportunities > Pipelines. The list view shows every pipeline, the number of stages in each, and the last updated timestamp.

Updated Pipelines experience (Labs)

The Pipelines page now uses the HighRise design system for a cleaner, faster experience. Enable it from Sub-account > Labs. Existing functionality stays intact — the update is UI-focused with safer stage management.

Why pipelines matter

• Visibility: see exactly where every opportunity stands.
• Consistency: standardize how leads move through your workflow.
• Efficiency: automate follow-ups, reminders, and task assignment based on stage changes.
• Performance: measure conversion rates and find bottlenecks.

Pipeline stages

A pipeline is a series of stages. Each stage represents a step in your sales or customer journey. Define stages clearly and action-oriented so users know when an opportunity should move forward.

Editing a pipeline

Open the pipeline. From the stage screen you can rename stages, reorder them, control reporting visibility, add stages, or delete them.

Deleting a stage without losing opportunities

1. Go to Opportunities > Pipelines and open the pipeline.
2. Click the delete icon next to the stage.
3. Pick a destination stage to move existing opportunities into.
4. Confirm deletion.

All opportunities from the deleted stage are automatically transferred to the chosen stage.

Example pipeline structures

Sales pipeline

1. Lead Capture — new inquiries from forms, calls, or chats.
2. Qualification — budget, need, and fit confirmed.
3. Appointment Scheduled — discovery call or demo booked.
4. Proposal / Negotiation — offer shared and discussed.
5. Closing — marked Won or Lost.

Service business pipeline

1. New Inquiry
2. Discovery Call Booked
3. Service or Package Selected
4. Payment Collected
5. Onboarding

Move opportunities to a stage only when the action that defines that stage has actually happened. Don't move to Appointment Scheduled until a meeting is on the calendar.

Best practices

Keep it simple

Limit pipelines to the stages that matter. Too many stages slow down the workflow and reduce clarity.

Automate smartly

Use stage-based automation to reduce manual work — send follow-ups when opportunities stall, assign tasks at key stages, and notify the right person when a deal advances.

Review regularly

Weekly or monthly: remove dead opportunities, update stage definitions as your process evolves, and review conversion data.

Use pipeline reporting to improve

Pipelines aren't just organization — they're reporting. Use the data to answer:

• Where do opportunities drop off most often?
• Which stage takes the longest to complete?
• What's the win rate at each stage?

Common use cases

• Real estate: New Lead → Property Tour → Offer → Contract Signed → Closed.
• Coaching: Inquiry → Discovery Call → Program Selected → Payment → Onboarding.
• Agency client management: Lead → Strategy Call → Proposal → Agreement → Onboarded.