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Your pipeline in Octolane stays updated automatically. Deals move through stages based on real activity - emails sent, meetings held, proposals shared - not because someone remembered to drag a card.

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Pipeline view

See all your deals in a visual pipeline board. Each column represents a stage, and each card is a deal with key details visible at a glance: deal name, company, value, last activity date, and owner.

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Customizing stages

Go to Settings → Pipeline → Stages to create, rename, reorder, or delete stages. Common setups include:
  • Lead → Qualified → Meeting Booked → Proposal Sent → Negotiation → Closed Won / Closed Lost
  • Or any structure that matches how your team actually sells

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How deals move through stages

Octolane’s agents can automatically advance deals based on real signals. For example:
  • A meeting gets booked → deal moves to “Meeting Booked”
  • A proposal is sent via email → deal moves to “Proposal Sent”
  • A conversation goes quiet for 30+ days → deal is flagged as at risk
You can also move deals manually or set your own automation rules.

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Forecasting

Your pipeline view includes aggregate data at each stage - total deal value, number of deals, and average time in stage - so you can forecast revenue and spot bottlenecks.