How to Set Up a Sales Pipeline in MONDAi

A pipeline is a visual representation of where every prospect is in your sales process. Instead of tracking leads in your head or a spreadsheet, each person is a card you move through defined stages. You see the full picture at a glance and know exactly where to focus your follow-up attention.

Choosing Your Pipeline Stages

Design your stages to reflect your actual sales process — not a generic template. A typical coaching pipeline:

New Lead → Application Sent → Call Booked → Call Complete → Proposal Sent → Won → Lost

Keep it to 5–7 stages. More than that and cards pile up in middle stages you never act on.

Steps

1. Navigate to Pipelines

   Go to CRM → Pipelines. Click Add Pipeline.

2. Name your pipeline

   Give it a name specific to the offer or process it tracks: Discovery Call Pipeline or High-Ticket Coaching.

3. Add your stages

   Click Add Stage for each step in your process. Name each clearly. Assign a colour if you want visual distinction between stages.

4. Set monetary values (optional)

   For each stage you can set an average opportunity value. This populates your pipeline revenue forecast on the dashboard.

5. Add your first opportunity

   Click Add Opportunity. Search for a contact, assign the pipeline and stage, add a monetary value if applicable, and save. The card appears in the correct stage column.

6. Work the pipeline

   Move cards between stages by dragging them in the Kanban view, or updating the stage field when inside the opportunity record.