Set Up a Sales Pipeline

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A sales pipeline in Twenty is a Kanban view of your Opportunities object, where each column represents a stage in your sales process.

Step 1: Configure Your Stages

Stages are defined in the Opportunities object's Stage field.

1. Go to Settings → Data Model
2. Select Opportunities
3. Find and click the Stage field
4. Add, remove, or rename stages to match your process

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Recommended Stages

Stage	Purpose
New	Fresh opportunities just identified
Qualified	Confirmed as a good fit
Meeting	Engaged in discussions
Proposal	Proposal sent
Negotiation	Working on terms
Closed Won	Deal successful
Closed Lost	Deal unsuccessful

<Note> **5-7 stages is optimal.** Too many stages makes the pipeline hard to scan; too few loses visibility into deal progress. </Note>

Step 2: Create a Pipeline View

1. Go to Opportunities
2. Click the view dropdown → + Add view
3. Name it "Sales Pipeline"
4. Click Create
5. Open Options and select Kanban as the layout

The view automatically uses the Stage field for columns.

Step 3: Configure Your View

Show Key Fields

1. Click Options → Fields
2. Look for fields in the "Hidden Fields" section
3. Click the eye icon to display: Company, Amount, Close Date, Owner

Enable Aggregations

Show totals at the top of each column:

1. Click the number displayed next to a Stage name at the top of a column
2. Select the aggregation type (Count, Sum, Average, etc.)
3. Choose the field to aggregate (e.g., Amount)

Example: Show total deal value per stage by aggregating Amount with Sum.

Use Compact View (Optional)

For a high-level overview with minimal card content:

1. Click Options
2. Turn on the toggle for Compact view

Step 4: Create Personal and Team Views

"My Pipeline"

• Filter: Owner = Me
• Visibility: Unlisted (personal view)

"Team Pipeline"

• Filter: None (show all)
• Visibility: Workspace (shared view)

"Closing This Month"

• Type: Table
• Filter: Close Date = This month, Stage ≠ Closed Won, Stage ≠ Closed Lost
• Sort: Close Date ascending

Working with Opportunities

Creating Opportunities

• Click + New in the Opportunities view
• Or click + in a specific stage column

Moving Through Stages

Drag and drop opportunity cards between columns to update their stage.

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Best Practices

Pipeline Hygiene

• Update deals daily as they progress
• Move or close stale deals promptly
• Keep close dates realistic

Stage Discipline

• Define clear criteria for each stage
• Move deals promptly when criteria are met
• Don't let deals sit in stages too long

Related

• Kanban Views — aggregations and compact view
• Filters and Sorting — creating filtered views