Browse the Knowledge Center
Pipelines
Opportunities vs Pipelines
Choosing between Opportunities and Pipelines. An opportunity is an entity of its own, each one a deal with its own stage, Estimated MRR, close date, company and point of contact, moving until won or lost. A pipeline is a layer on top of People, Companies or Opportunities (the tag beside it shows which) with its own stages, fields, a table and a kanban, and each record can be in it only once. Use an opportunity when the deal is the thing, and a pipeline to run a process.
Transcript
You've got deals to track, and two places that sound alike: Opportunities and Pipelines. An opportunity is an entity of its own. Each one is a deal. Open it, and it has its own fields, like its stage, its Estimated MRR, its close date, its company and its point of contact. Its stage moves along until the deal is won or lost. A pipeline is different. It isn't a separate list of contacts. It's a layer on top of People, Companies or Opportunities, and the tag beside it shows which. Cold outbound is built on People. Open it, and those same people move through the pipeline's own stages, with its own fields and two views: a table and a kanban. Each person can be in a pipeline only once, and their record lists the pipelines they're in. So use an opportunity when the deal itself is the thing, with a value and a close date. Use a pipeline to run people, companies or deals through a process, like fundraising, partnerships or outbound.
Read the article: Working with pipelines