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How to Set Up Your Sales Pipeline

Build a sales pipeline in MONDAi to track every prospect from first contact to closed client. Set your stages, add opportunities, and know exactly where every deal stands.

A sales pipeline gives your business a visual system for knowing where every potential client stands at any given moment. Without one, sales conversations exist in your head, your inbox, and various sticky notes. With one, every prospect has a defined position, a next action, and a clear path to either becoming a client or being removed from active follow-up.

Pipelines in MONDAi live in the Opportunities section. The pipeline architecture draws from the same CRM infrastructure that GoHighLevel uses across enterprise sales teams — adapted here for coaching and service businesses where the stages reflect a client journey rather than a transactional one.

Steps

  1. Go to Opportunities in the left sidebar

  2. Click Create Pipeline

  3. Name the pipeline

    'Discovery Call Pipeline' or 'High-Ticket Enrollment' are clear internal names.

  4. Define your stages

    Click to add stages in order.

  5. Assign a stage color (optional)

    Helps visual scanning of the board.

  6. Save the pipeline

  7. Add your first opportunity

    Click + Add Opportunity. Select the contact, assign the pipeline stage, add a deal value, and set any notes.

  8. Review the pipeline board

    Your pipeline now shows as a kanban view — each stage is a column, each opportunity is a card.

  • New Lead
  • Discovery Call Booked
  • Call Completed
  • Proposal Sent
  • Closed Won
  • Closed Lost

Video WalkthroughOpportunities → Create Pipeline, naming the pipeline, adding five custom stages, saving, and adding a first opportunity card to the New Lead stage

Common mistakes
  • Creating too many stages — five to seven is the working maximum before a pipeline becomes unwieldy.
  • Not assigning deal values to opportunities — without values, pipeline metrics are meaningless.
  • Building multiple overlapping pipelines for the same sales process.
  • Treating pipeline management as optional — the habit is easier to build before you need it.

Next steps

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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