# Opportunities and pipeline

Create the deal stages your team uses, move opportunities safely between them, and choose where new Bow Chat conversations begin.

## Set up your pipeline

Each workspace can use its own sales stages. Go to **Panel → CRM → Settings**, then add, rename, reorder, or remove stages in **Your sales pipeline**. The Opportunities board, stage filters, and deal editors update to use that same pipeline.

For each stage, choose its outcome:

| Outcome | What it means |
|---|---|
| Open deal | The opportunity is still active |
| Won deal | Moving a deal here marks it won |
| Lost deal | Moving a deal here marks it lost |

For example, a team can use **Not Contacted**, **First Contact Done**, **Scheduled**, **Meeting No Show**, **Meeting Attended**, **Won**, and **Lost**. The names are yours; Boni uses the chosen outcome, not the words in the label.

## Keep existing deals safe

You can rename a stage without changing its deals. When removing a stage that has deals, CRM asks where those deals should move. Choose a destination and save; the reassignment and pipeline change happen together. A stage with no deals can be removed directly.

Keep at least one Open, Won, and Lost stage so every opportunity has a clear outcome.

## Conversation and meeting automation

In the same **CRM → Settings** page, select the **Starting stage for new deals**. Eligible first conversations from Bow Chat then create one opportunity in that stage; the existing inbox, direction, duplicate-prevention, and WhatsApp-group settings still apply.

Optional automation markers connect common events to a stage. For example, choose **Meeting scheduled** for your Scheduled stage and **Meeting completed** for your Meeting Attended stage. If you use Boni scheduling, booked meetings then appear in the matching stage.

## Work the board

An opportunity is one deal with an owner, value, current stage, activity history, and next action. Move it as the relationship changes rather than waiting for a weekly cleanup. The board and Queue view show the same records.

Every active deal should have one owner and a dated next action. Use the activity timeline for calls, meetings, notes, proposals, and other evidence; use [Activities and next actions](/crm/activities-and-next-actions) when the follow-up needs to become work.

Only workspace managers and administrators can change the shared pipeline. Other CRM users can see and work the stages their workspace has configured.

Canonical: https://docs.boni.one/crm/opportunities-and-pipeline
Version: 2
Updated: 2026-08-18T12:03:51.420Z