Pipeline setup

Choose the qualification framework your team runs. Its fields appear on every deal in the pipeline, and a completeness score shows — at a glance — how qualified each one really is.Saved

Methodology

Your fields

Field mapping — each qualification field reads from a CRM deal property

This choice is live for the whole team. Reps qualify each deal in My Pipeline, and the completeness ring shows on the deal and on the Team Deals board — a deal called Commit with 30% qualification is exactly what a manager wants to see.