Set up your sales pipeline in Piraja CRM: enable the Pipeline and Opportunities modules, create opportunities linked to contacts, and use the pipeline view and tasks for follow-up.
What you need
Modules
The Pipeline and Opportunities modules must be enabled for your business. Your business administrator turns modules on in the module or business settings. Once enabled, you'll see the Pipeline and Opportunities entries in your navigation.
Contacts
Every opportunity should be linked to a contact—an Individual or Organization. If you haven't added contacts yet, create them first; in B2B you typically link the opportunity to both the person and the company.
Step 1: Enable Pipeline and Opportunities
- Ask your business administrator to enable the Pipeline and Opportunities modules if they aren't already on.
- Open your app and confirm you see Pipeline and Opportunities (or Deals) in the sidebar or module list.
- The pipeline uses a fixed set of six stages: Lead, Qualification, Proposal, Negotiation, Won, Lost. You don't configure stages—they're ready to use.
Step 2: Create opportunities and link to contacts
- Go to Opportunities or Pipeline and choose Create opportunity (or the equivalent).
- Enter a title for the deal (e.g. "Acme Corp – Annual licence").
- Select the customer: the Individual or Organization this deal is for. If you're in B2B, link to both the contact person and the company when your app supports it.
- Set value (amount) and currency.
- Leave the stage as Lead (or set it to the correct stage if the deal is already further along).
- Optionally set probability (0–100%) and expected close date for forecasting.
- Assign the opportunity to yourself or a teammate if you work in a team.
- Save. The opportunity appears in the Pipeline view.
Step 3: Use the pipeline view
- Open the Pipeline module to see a board with columns for each stage.
- Opportunities appear as cards in their current stage. You can drag and drop a card to another column to change its stage.
- Move deals as they progress: Lead → Qualification → Proposal → Negotiation → Won or Lost.
- Use the pipeline for a quick weekly or daily review: spot stalled deals and prioritise follow-up.
Step 4: Add tasks for follow-up
For every "I'll follow up" moment, create a Task linked to the opportunity (or contact):
- Open the opportunity and go to the Tasks tab (or create a task from the task list and link it to the opportunity).
- Set a due date and a clear title (e.g. "Call back", "Send proposal").
- Assign the task to the person responsible if you work in a team.
Tasks keep next steps visible so nothing is forgotten. See How to Avoid Lost Leads for more.
Best practices
One opportunity per deal
Create one opportunity per distinct deal. Don't group multiple prospects into one opportunity; the pipeline should reflect real deals.
Always link to a contact
Never create an opportunity without linking it to an Individual or Organization. That gives you full context and history.
Move stages as the deal progresses
Update the stage when the deal actually moves. Leaving deals in an old stage makes the pipeline and forecast inaccurate.
Common mistakes to avoid
- Creating opportunities without a linked contact
- Never moving deals to a new stage
- No tasks—so follow-up is forgotten
- One opportunity used for several different leads or deals
Frequently asked questions
Can I add or remove pipeline stages?
No. In Piraja the six stages (Lead, Qualification, Proposal, Negotiation, Won, Lost) are fixed. They're designed to fit most sales processes without setup.
Do I need to run a wizard or setup?
No. Once the modules are enabled, you set up the pipeline by creating opportunities and using the pipeline view. There's no separate configuration step for stages.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Set up your sales pipeline by enabling Pipeline and Opportunities, creating opportunities linked to contacts, and using the pipeline view to move deals through the six stages. Add tasks for every follow-up so nothing slips. For more, see What Are Sales Pipeline Stages?, Your First Deal, and How to Move a Deal Through Pipeline Stages.