Configuring Your Sales Pipeline

Pipeline Stages

Navigate to CRM → Settings → Pipeline. Default stages: New → Qualified → Proposal → Negotiation → Won/Lost. You can rename, reorder, add, or remove stages.

Auto-Assignment

Enable round-robin assignment under Pipeline Settings → Auto-Assign. New leads are automatically assigned to available reps based on workload, skills, or territory.

Stage-Based Automations

Each stage change can trigger an automation. Move to "Proposal" → auto-create a quote draft. Move to "Won" → create onboarding project + invoice. Move to "Lost" → schedule a win-back sequence in 90 days.

Lead Scoring

OONH AI scores each lead based on engagement, deal value, response time, and historical patterns. High-score leads get priority assignment and shorter SLAs.