Core workflows · Processes

Processes

Turn the must-do tasks of each deal stage into a checklist. Tick them off as the deal moves forward so nothing gets skipped.

Preview · Per-stage checklist
Quote-stage checklist
2 / 4

Hanbit — 5 new cars

Review intake formDone
Confirm budget & ownerDone
Send the quoteTo do
Schedule follow-upTo do

A process is a template of the standard stages a deal or contact moves through, plus the must-do tasks at each stage. When different people skip different steps, it gets everyone moving in the same order against the same checklist.

Build a process

Create a new process under ‘More → Processes’. Pick whether it applies to ‘deals’ or ‘contacts’, add stages in order, then list the tasks for each stage — one per line.

  1. On the entity tab, choose Deals or Contacts .
  2. Name the process, e.g. ‘Standard sales’.
  3. Add stages, e.g. ‘Consult → Propose → Negotiate → Close’.
  4. Enter each stage’s tasks, one per line, e.g. the ‘Quote’ stage: review intake / send quote / schedule follow-up.
  5. Save and it appears in the list, ready to apply to deals or contacts.

Start from a template

If building from scratch is hard, load a ready-made template in one click. Standard sales, customer onboarding, recruiting and fundraising come pre-filled with stages and tasks — tweak them freely afterward.

Apply to a deal or contact

On a deal’s or contact’s detail screen, pick ‘Apply process…’ to link it. Once applied it lands on the first stage, and that stage’s tasks come along as a checklist.

See it all on a board or list

Hit ‘Open board’ from the process list to open a kanban board. Stages become columns and applied deals or contacts show as cards. Drag a card to another stage, or change the stage with a dropdown in the list view.

Manage — duplicate & delete

Need a similar process? Use ‘Duplicate’ to copy its stages and tasks, then just rename it. Delete a process you no longer use — deleting it automatically unlinks the deals and contacts that were using it.

A process is how your team shares ‘what must not be skipped at this stage.’ It helps most when different people tend to miss different steps.
A process’s stages are separate from your pipeline stages. The pipeline tracks which sales phase a deal is in; the process tracks the checklist to run within that phase. Use both and you cover ‘where it is’ and ‘what to do’.

Related

Pipeline & deals · Automation · Actions & follow-ups · Contacts

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