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Pipeline

Build visual sales pipelines with customizable stages. Track deals, assign values, set close dates, and get AI-powered forecasting.

What it does

  • ✓Visual pipeline builder
  • ✓Deal tracking with values
  • ✓Custom pipeline stages
  • ✓Drag-and-drop deal movement
  • ✓Revenue forecasting

Capabilities required

pipeline_createdeal_trackingstage_manageforecasting

How it works

1

Install

Add Pipeline to your 0nCore account from the marketplace.

2

Connect

The add-on auto-connects to your CRM sub-location. No manual setup.

3

Use It

Access the capability from your dashboard, chat, or automations.

Integrations

CRM OpportunitiesCRM ContactsPayment Processing