The sales pipeline

Every deal walks the same path: three phases, nine steps. Here it is at a glance — then walk it move by move in the journey app.

Phase 1

Identify

Find the deals worth winning.

Phase 2

Convert

Turn interest into a signed deal.

Phase 3

Secure

Close, keep and grow the relationship.

Walk the pipeline yourself

Reading it is one thing — doing it is another. The journey app takes you through all nine steps interactively and saves your progress as you go.