Pipeline AI
Track deals end-to-end. Pipeline AI is the Open Doors name for opportunities and sales pipelines.
What Pipeline AI is, how it works, and how it differs from a traditional opportunities module.
Add a new pipeline, name your stages, and set probabilities.
Three ways to create an opportunity: manually, from a contact, or automatically via a workflow.
Trigger workflows when a deal moves stages, hits a value, or sits idle.
Read the forecast view, weighted vs unweighted projections, and conversion rates.
How to pick stages that match how you actually sell, not how you wish you sold.
Bulk-edit owner, stage, value, and tags from the board view.
Add custom reasons and surface them in your reporting.
Limit which users see which pipelines and opportunities.
Capture details unique to your business on each deal card.
Distribute new opportunities fairly across your team.