Pipeline
Build visual sales pipelines with customizable stages. Track deals, assign values, set close dates, and get AI-powered forecasting.
What it does
- Visual pipeline builder
- Deal tracking with values
- Custom pipeline stages
- Drag-and-drop deal movement
- Revenue forecasting
Capabilities required
pipeline_createdeal_trackingstage_manageforecasting
How it works
1
Install
Add Pipeline to your 0nCore account from the marketplace.
2
Connect
The add-on auto-connects to your CRM sub-location. No manual setup.
3
Use It
Access the capability from your dashboard, chat, or automations.
Integrations
CRM OpportunitiesCRM ContactsPayment Processing