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Sales CRM · Feature guide

Sales CRM: complete pipeline, quoting and reporting guide

Find every Sales CRM task: deals, stage approvals, quotations, forecasts, routing, automation, bulk work, customer relationships and reports.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Sales → Deals & pipeline / Forecast & targets / CRM reports / Customer relationships / Sales actions / CRM import & export / Products & pricing / Sales CRM setup

Permission

View own or View all deals; separate capabilities for editing, approvals, bulk work, forecasts, contributions and customer relationships

Before you begin

Choose the correct company workspace and check that Sales CRM is available in its module entitlement. The task library below gives the detailed fields, rules and verification steps for each feature.

Follow these steps

  1. Start in Sales → Deals & pipeline. Use board or list, search and personal saved views to find an accessible opportunity; open a deal to review its history before editing.
  2. For configuration, ask an authorised administrator to use Sales CRM setup for pipelines, stages, required fields, probabilities, custom fields, scoring, territories, cadences and event automation.
  3. For commercial work, use Products & pricing with native Items View. Prepare quotations with price books, quantity tiers, guided product rules and the appropriate independent quote review.
  4. Use Forecast & targets for owner targets, evidence and formal forecast-period submissions/review. Use CRM reports for saved reports, dashboards, stage funnels, win cohorts and account sales metrics.
  5. Use Customer relationships for stakeholder roles, influence, contact reporting maps, parent/subsidiary hierarchies and revenue contributions. Preview bulk edits, routing, macros and imports before committing them.

Fields and options

Deal work
Owner, linked customer/contact/lead, currency, amount, stage, probability/category, expected close, next action and permitted custom fields. Stage moves may need required fields or approval.
Separate authority
Create, Edit accessible, Approve stage changes, Approve quotations, Bulk edit, Forecast review, Manage contributions, Manage customer relationships and Manage account hierarchy are distinct controls.
Connected work
Where the Marketing Hub integration is available, Client workspace exposes permitted original tasks, reminders, activities, documents and email drafts. Native access continues to apply.

Rules and limits

  • Forecast review requires View all deals; managing contributions also needs Edit accessible deals. Customer maps and hierarchies require current native customer access.
  • Previewing a bulk operation, macro, assignment or import does not commit it. Inspect the preview, then confirm the intended operation once.
  • A relationship, revenue allocation or forecast does not grant access to other records, combine company ledgers or prove future revenue.

Check the result

  • Use the task index to complete one controlled deal lifecycle, including any required approval.
  • Trace a quotation, forecast or report value back to the original accessible deal and its currency.

If something does not look right

  • For missing menus or actions, check module availability, capability and native permissions.
  • For stale edits or uncertain bulk results, inspect the current record/job history before repeating the action.

Common questions

Does this replace native customers and Items?

No. Sales CRM references the authorised native records. Product work also checks native Items access.

Where are the exact steps for advanced features?

Use the grouped task index below. It includes the full detailed Sales library, from stage controls and CPQ through reporting, account structures and recovery.

Complete task index

Choose the task you need. Each guide includes its screen route, access requirements, steps, result checks and troubleshooting.

Account hierarchy

Explore parent and subsidiary customer accountsNavigate recorded company relationships alongside customer contact maps in native Sales CRM.Resolve account hierarchy access and structure issuesUnderstand unavailable parents, failed reviews, hierarchy limits and safe relationship repair.Set, change or remove a customer’s parentReview a parent relationship before saving, with revision checks and protection against circular company structures.Read and export visible account relationshipsUse ancestor navigation, paginated subsidiary cards and a clearly scoped CSV export.

Account sales metrics

Understand account sales dates, totals and win rateInterpret open, weighted, won and lost account sales metrics without mixing currencies or date meanings.Run a customer or subsidiary-branch sales overviewReview account sales totals and opportunities for one customer or an accessible company branch.Inspect and export account sales recordsNavigate included customers and paged opportunities, then export account sales summaries or all matching deals.

Daily deals and access

Plan activities and record sales outcomesKeep call, meeting, task, email-reminder and note activity attached to the right opportunity.Archive and restore opportunitiesRemove an opportunity from active sales work while keeping its data and history.Use the deal board, list and filtersFocus the pipeline on the opportunities that need your attention.Create and edit sales dealsRecord an opportunity with its commercial value, owner, expected close date and next step.Understand the Sales CRM workspaceTrack separate sales opportunities, their next actions and expected revenue without replacing your existing leads or customers.Review deal health signals and historySpot missing next steps and overdue opportunities, then inspect their recorded changes.Link deals to customers, contacts and leadsConnect a sales opportunity to existing CRM relationships while respecting their normal access rules.Find Sales CRM from the Sales menuOpen the CRM sections from the native Sales arrow menu and use direct links to the workspace you need.Save and reuse personal deal viewsSave a useful combination of filters for repeatable pipeline reviews.Resolve Sales CRM validation and save conflictsRecover from permission, validation, expired-session and concurrent-edit messages without overwriting another person’s work.Configure Sales CRM staff accessUnderstand viewing, creation, editing and approval permissions without changing access to unrelated CRM records.Access Sales CRM in your workspaceFind the native Sales CRM features in existing and new workspaces, understand staff access, and troubleshoot availability.

Scoring and event automation

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.Configure event automation rulesApply a controlled set of actions when a deal is created, its details are saved or its stage changes.Configure deal scoring rulesCreate transparent qualification scores using typed conditions and positive or negative points.Build matching conditions for scores and territoriesUse All or Any conditions, typed comparisons and missing-value rules consistently.Understand a deal’s fit scoreRead the score and its explanation without confusing qualification fit with a sales forecast.

Bulk operations

Schedule activities for selected opportunitiesCreate one call, meeting, task or email reminder per selected opportunity, or record completed notes.Update opportunity fields and owners in bulkApply a shared owner, forecast category, next step or expected close date using the normal record rules.Configure and troubleshoot bulk editing permissionsUnderstand the additional bulk capability and the record-level checks that continue to apply.Read bulk results and resume interrupted jobsInspect your latest jobs, distinguish failed rows from unfinished rows and recover without repeating successful work.Move stages, archive and restore selected opportunitiesApply normal stage controls or archive lifecycle actions across a reviewed selection.Select opportunities and review a bulk changeChoose up to 60 opportunities, inspect each proposed change and apply only a reviewed selection.

Buying teams

Understand buying-team permissions and historyUnderstand contact access boundaries and diagnose missing relationships or rejected edits without exposing restricted customer information.Configure opportunity contact rolesDefine clear business roles for the customer contacts involved in each sales opportunity.Record contact influence and positionCapture useful business observations about the people involved in an opportunity and prepare relevant follow-up conversations.Manage an opportunity buying teamConnect multiple existing customer contacts to an opportunity and identify their business roles without duplicating contact records.Retire and restore contact associationsKeep the buying team current while preserving relationship history and the original customer-contact records.

Sales cadences

Configure outcome branches in a cadenceChoose whether each activity outcome continues, ends the process or skips forward to a later step.Complete and review cadence activitiesRecord a real outcome, advance the process and understand protected historical steps.Create a follow-up activity cadenceBuild a repeatable sequence of calls, meetings, tasks and email reminders with clear instructions and delays.Pause, resume or stop a cadenceControl follow-up without losing recorded outcomes or creating duplicate activities.Start a cadence on an opportunityEnrol an open deal in one follow-up process and verify its first activity and due time.

Territories and routing

Configure territory capacity, availability and skillsSet up reviewed opportunity routing with member capacities, declared availability and required skills.Configure sales territories and membersOrganise sales coverage with a territory hierarchy, matching rules and eligible assignment members.Review and apply an opportunity capacity assignmentInspect the recommended owner and every member’s eligibility before applying a scoped territory assignment.Route a deal by territory and round robinClassify a matching opportunity and optionally assign the next eligible territory member.Understand routing workload, capacity and skill matchingInterpret projected utilisation, filtered round robin and the reasons a territory member is excluded.Export routing assessments and inspect assignment historyDownload the reviewed eligibility calculations and distinguish an assessment from an applied routing action.

Funnels and cohorts

Understand cohort rates and observation windowsLearn how eligible opportunities, maturing records, close-date checks and current outcomes determine cohort rates.Inspect and export win cohort recordsDrill into eligible opportunities, navigate record pages and export cohort summaries or all matching opportunities.Inspect and export observed stage funnelsNavigate reached and waiting records, open opportunities and export complete funnel summaries or matching starters.Understand observed funnel progression and conversionInterpret unique starters, ordered milestones, adjacent-stage conversion, revisits and current outcomes correctly.Build an observed stage funnelChoose an ordered stage path and compare how accessible opportunities progressed through recorded milestones.Read recorded opportunity stage transitionsInspect recorded before-and-after stages, approved changes and creation entries without reconstructing missing history.Compare opportunity win cohortsGroup opportunities by creation month and compare how quickly mature opportunities became wins.

Contact reporting maps

Create and edit a contact reporting mapSelect customer contacts, assign reporting managers and review the complete structure before saving.Understand contact-map access and resolve problemsCheck customer visibility, management permissions, version conflicts and contact membership without changing existing access rules.Explore customer contact reporting mapsSee a customer’s recorded reporting structure using existing contacts, with a focused map and a complete list.Read and export a customer reporting mapNavigate managers and direct reports, switch to the full relationship list and export the loaded map safely.Retire, repair and restore contact reporting mapsPreserve an outdated map, repair changed contact membership and explicitly restore a reviewed structure.

Pipeline setup and stage controls

Configure multiple sales pipelines and stagesCreate a process with ordered stages, probabilities and controlled entry requirements.Configure custom deal fields and visibilityCollect typed information that fits your sales process while protecting administrator-only details.Request and review controlled stage changesUse separate request and review actions for stages that require approval.Require information before a deal enters a stagePrevent stage moves until the essential sales information has been recorded.

Revenue contributions

Create and edit a revenue allocationAssign contributors and roles, calculate exact credits and explicitly review the result before saving.Report and export revenue contributionsReview accessible opportunity credit by contributor, contribution type and currency using explicit date filters.Retire, repair and restore a revenue allocationWithdraw an allocation from reports, repair unavailable participants and restore it after reviewing current credit.Understand contribution percentages and roundingLearn how revenue credits preserve the exact opportunity total and why overlay recognition remains a separate measure.Track revenue contributions on an opportunityRecognise the people behind an opportunity with a revenue allocation and separate overlay credit, while preserving normal record access.

Reports and dashboards

Create and arrange CRM dashboardsCombine up to twelve saved reports into a responsive dashboard with an intentional reading order.Create and preview saved CRM reportsBuild a reusable opportunity or activity report around a clear sales question.Read and open Sales CRM dashboard KPIsUnderstand the four sales KPI cards, separate currency totals and clickable filters on the native main dashboard.Export the loaded sales reports to CSVDownload the currently displayed report results with dates, section labels and clear metric descriptions.Edit, retire and restore reports and dashboardsMaintain saved analytical definitions while preserving CRM records and avoiding conflicting edits.Read sales conversion, stage-age and activity reportsAnalyse actual closing results, current pipeline age, loss reasons and scheduled activity outcomes.Report on scheduled activities and outcomesMeasure opportunity activity counts, completions and overdue reminders using the correct owner and date.Read report charts and inspect underlying recordsUse bars, line charts, tables and number cards, then inspect the accessible records behind a group.Export saved reports and resolve reporting problemsDownload a labelled summary and diagnose empty results, access changes, limits and stale definitions.Filter reports with opportunity fields and conditionsCombine standard CRM filters with up to ten typed conditions on active public opportunity fields.Choose report measures and date periods correctlyDistinguish deal value, weighted value, averages and date bases so a report answers the intended question.Share report definitions without widening record accessUnderstand private reports, shared definitions, owner-only changes and permission-aware dashboard results.

Guided selling

Create and edit a guided selling flowConfigure reusable questions and product mappings that help your sales team choose suitable quotation items.Map answers to eligible productsUnderstand how guided questions intersect product choices and how to diagnose an empty result.Add guided products to a quotationChoose matching products inside the quotation editor while preserving your existing unsaved terms and line items.Find suitable products with guided sellingUse a short, administrator-configured questionnaire to narrow down products from a price book before preparing a quotation.Retire, repair and restore guided flowsWithdraw outdated questionnaires, repair product mappings and restore a reviewed flow without deleting it.

Sales actions and macros

Create and edit a sales macroConfigure optional next-step, forecast and expected-close updates with up to five owner-assigned reminders.Set macro dates and reminder timingUnderstand base times, calendar-day delays, application timezone and daylight-saving checks.Review macro results and resume interrupted runsInspect per-opportunity outcomes, recover unprocessed work and export your execution results without duplicating completed actions.Use reusable sales macrosSave useful combinations of opportunity field changes and follow-up reminders, then review each run before applying it.Preview and run a macro on selected opportunitiesReview exact field changes and reminder dates for each selected opportunity before applying a saved routine.Share, retire and restore macro definitionsControl reusable routine availability while preserving existing permissions and execution history.

CRM import and export

Export filtered opportunities to CSVDownload accessible deal details and active custom fields using the filters last applied to the pipeline.Prepare import columns and custom fieldsFormat references, money, dates, native record links and typed custom fields correctly.Import new opportunities from CSVReview a small CSV batch, choose defaults and create valid deals while preserving existing records.Resolve import errors and retry safelyUse stable references and row results to recover from conflicts or partial completion without duplicating deals.

Products, pricing and quotations

Export quote details and prepare a native estimateDownload the recorded commercial terms and use the existing Estimates workflow for the customer document.Prepare and save an opportunity quotationSelect a price book, review authoritative product totals and save a draft before approval.Create and retire currency-specific price booksGive your sales team approved product prices without changing the native product catalogue.Set required, incompatible and suggested productsKeep quotations consistent with product relationships that validate the selected scope.Configure quantity tiers and volume pricesApply the correct unit rate to the whole product quantity at clearly defined thresholds.Configure quotation approval limits and reviewer accessRequire an independent review for every quote or for terms above explicit discount and total limits.Understand quotation discounts, taxes and roundingCheck how quantity prices, a quote-wide discount and native product taxes produce the final total.Resolve quotation access and validation problemsIdentify permission, configuration, product, validity and concurrent-edit errors without losing existing records.Refresh, revise or cancel quotation termsRecover from pricing changes and preserve the history of previously approved commercial terms.Review pending quotations and request changesFind pending quotes, inspect their terms and record an independent approval decision.

Forecasts and targets

Understand forecast evidence and totalsRead live and recorded pipeline figures correctly, including closing dates, omissions, currencies and accepted totals.Read forecast history, export results and resolve errorsTrace every submitted version and review, export the visible period and recover safely from stale or failed requests.Control forecast access, locking and reopeningManage submission deadlines and review windows while preserving every version and protecting independent approval.Open a forecast submission periodCreate a fixed revenue forecasting period with one currency and an optional pipeline or territory scope.Read currency-separated sales forecastsReview won revenue, weighted open pipeline and owner forecasts for an exact date period.Review, adjust or reject forecast submissionsRecord an independent forecast decision while preserving the salesperson’s original estimate and reasoning.Submit and revise your revenue forecastRecord your expected revenue and assumptions, retain pipeline evidence and submit a new version when expectations change.Use pipeline and territory scopes in forecastsCreate forecasts for a defined sales segment without changing record access or silently following territory-tree edits.Understand deal values, probabilities and forecast categoriesKeep currency amounts and sales confidence classifications consistent.Set and review sales targetsMaintain an owner’s revenue target for a specific currency and exact date period.

Relationship timeline and email

Link existing emails to an opportunityFind a received or sent message in an accessible mailbox and associate it with the correct customer contact or lead.Read linked email previews safelyInspect the current native email text from an opportunity while retaining the mailbox’s existing access rules.Use the opportunity relationship timelineReview opportunity changes, scheduled activities, internal notes and explicitly linked emails in one chronological view.Retire and restore opportunity email linksRemove an email association from the active timeline without deleting or changing the original message.Resolve timeline and email-access issuesDiagnose missing notes, unavailable email previews and search conflicts without weakening native CRM or mailbox permissions.Create and maintain internal opportunity notesKeep shared sales context in an opportunity note with author controls, revision checks and reversible retirement.