Infinity3 Help Centre

Use a pipeline to track enquiries through your sales process and see where each potential deal stands.

A pipeline contains stages. An opportunity represents an individual deal within one of those stages.

Before you start

You’ll need permission to manage pipelines and an agreed outline of your sales process.

Create your pipeline

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Opportunities → Pipelines.
3. Click Create New Pipeline.
4. Enter a clear, unique name, such as “Sales enquiries”.
5. Add the stages your team needs, saving the pipeline when prompted.
6. Put the stages in the order enquiries normally progress.
7. Save and review the finished pipeline.

Choose useful stages

A simple starting point is:

• New enquiry
• Contacted
• Consultation booked
• Quote sent
• Decision pending

Agree what must happen before a deal moves into each stage.

Use the opportunity’s Won or Lost status to record the outcome. You don’t need to add duplicate outcome stages if your layout already provides them.

Things to know

• Keep stages clear enough for everyone to use consistently.
• Changing a pipeline can affect reporting and configured automations.
• Check existing opportunities and workflows before removing stages.

If you can’t create or edit a pipeline, contact Infinity3 to check your access.