This article explains how to set up and manage sales pipelines in FirstQuadrant. It covers how to create new pipelines, define deal values, configure stages with clear goals, and how FirstQuadrant’s AI uses pipeline structure to manage deal progression—including non-linear movement. Ideal for sales teams looking to align their sales process with FirstQuadrant’s automation.
Note: Pipelines should mirror your sales funnel as closely as possible to ensure FirstQuadrant can manage deals efficiently.