Q: Pipelines / Deals
Do you have plans to add pipelines for tracking deals and sales? If so, what is the timeline for this? Will workflows be able to trigger off of deal fields?
Swami_SwipeOne
Jun 9, 2025A: Hi Danielles,
Pipelines and Deals have been available for a quite a while now. It was out of beta almost a month ago. Check here - https://share.cleanshot.com/qb0XhSg1
We have also added Triggers to track Deal Changes and Actions to Update Deals via Workflow automations. Check here - https://share.cleanshot.com/JMkbBsNH
We even added Filters for Deals and rolled out stability and bug fixes before it went out beta.
If you have an existing account / workspace that was created before the release of Pipelines / Deals you may just have to go to the Workspace settings -> General section and enable the feature as shown here - https://share.cleanshot.com/KjklZP35
regards,
Swami
danielles