Pipeline Deal: A term used in Customer Relationship Management (CRM) software to define the status of a sales opportunity as it moves through the sales pipeline towards being closed. This feature provides a visual representation of the sales process, enabling sales representatives to monitor and manage their deals effectively.
In Scalerize we have leveraged this feature to manage almost every measurable step in the client journey.
Think of a Deal as a contact’s special record of the stage they are currently occupying in a particular journey.
See also Pipeline.
