Manage opportunities from first conversation to close
Step-by-step help for deal pipelines, approvals, activities, forecasts, targets, custom fields, personal views and staff access in Pixie CRM.
36 feature guidesExact navigation and permissions
Choose the task you need
Understand the Sales CRM workspaceTrack separate sales opportunities, their next actions and expected revenue without replacing your existing leads or customers.Create and edit sales dealsRecord an opportunity with its commercial value, owner, expected close date and next step.Use the deal board, list and filtersFocus the pipeline on the opportunities that need your attention.Save and reuse personal deal viewsSave a useful combination of filters for repeatable pipeline reviews.Link deals to customers, contacts and leadsConnect a sales opportunity to existing CRM relationships while respecting their normal access rules.Configure multiple sales pipelines and stagesCreate a process with ordered stages, probabilities and controlled entry requirements.Require information before a deal enters a stagePrevent stage moves until the essential sales information has been recorded.Request and review controlled stage changesUse separate request and review actions for stages that require approval.Plan activities and record sales outcomesKeep call, meeting, task, email-reminder and note activity attached to the right opportunity.Review deal health signals and historySpot missing next steps and overdue opportunities, then inspect their recorded changes.Read currency-separated sales forecastsReview won revenue, weighted open pipeline and owner forecasts for an exact date period.Set and review sales targetsMaintain an owner’s revenue target for a specific currency and exact date period.Configure custom deal fields and visibilityCollect typed information that fits your sales process while protecting administrator-only details.Configure Sales CRM staff accessUnderstand viewing, creation, editing and approval permissions without changing access to unrelated CRM records.Archive and restore opportunitiesRemove an opportunity from active sales work while keeping its data and history.Understand deal values, probabilities and forecast categoriesKeep currency amounts and sales confidence classifications consistent.Resolve Sales CRM validation and save conflictsRecover from permission, validation, expired-session and concurrent-edit messages without overwriting another person’s work.
Scoring, territories and performance reports
Use these guides to configure matching rules, review deal fit, route opportunities and analyse sales results.
Configure deal scoring rulesCreate transparent qualification scores using typed conditions and positive or negative points.Understand a deal’s fit scoreRead the score and its explanation without confusing qualification fit with a sales forecast.Build matching conditions for scores and territoriesUse All or Any conditions, typed comparisons and missing-value rules consistently.Configure sales territories and membersOrganise sales coverage with a territory hierarchy, matching rules and eligible assignment members.Route a deal by territory and round robinClassify a matching opportunity and optionally assign the next eligible territory member.Read sales conversion, stage-age and activity reportsAnalyse actual closing results, current pipeline age, loss reasons and scheduled activity outcomes.Export the loaded sales reports to CSVDownload the currently displayed report results with dates, section labels and clear metric descriptions.
Follow-up cadences and event automation
Build repeatable activity sequences, control their progress and inspect each automated action.
Create a follow-up activity cadenceBuild a repeatable sequence of calls, meetings, tasks and email reminders with clear instructions and delays.Configure outcome branches in a cadenceChoose whether each activity outcome continues, ends the process or skips forward to a later step.Start a cadence on an opportunityEnrol an open deal in one follow-up process and verify its first activity and due time.Pause, resume or stop a cadenceControl follow-up without losing recorded outcomes or creating duplicate activities.Complete and review cadence activitiesRecord a real outcome, advance the process and understand protected historical steps.Configure event automation rulesApply a controlled set of actions when a deal is created, its details are saved or its stage changes.Choose and order automation actionsSchedule an activity, set the next step, update a forecast category or start a cadence from a matching deal event.Review automation results and resolve skipped actionsUse the deal audit trail to understand what ran, why an action was skipped and when a fresh event is required.
Import and export opportunities
Prepare structured records, review every import row, recover safely and export the pipeline you can access.
Import new opportunities from CSVReview a small CSV batch, choose defaults and create valid deals while preserving existing records.Prepare import columns and custom fieldsFormat references, money, dates, native record links and typed custom fields correctly.Resolve import errors and retry safelyUse stable references and row results to recover from conflicts or partial completion without duplicating deals.Export filtered opportunities to CSVDownload accessible deal details and active custom fields using the filters last applied to the pipeline.