Interakt’s Sales Pipeline simplifies lead management by organizing contacts into clear stages—like New Lead or Closed. Built for sales teams, it brings structure, visibility, and automation to the sales cycle, helping prioritize tasks, assign ownership, and close deals more efficiently.

Why Use a Sales Pipeline?

A Sales Pipeline serves as the backbone of a modern sales operation by offering:

-Structured Visibility: View and manage all active leads by stage.

-Efficiency in Action: Quickly identify high-potential contacts needing immediate follow-up.

-Performance Tracking: Measure agent activity and progress through each stage.

-Revenue Forecasting: Predict outcomes based on pipeline health.

-Ownership and Accountability: Assign specific sales agents to leads with role-based access.

Video Walkthrough:

Step-by-Step Guide:

Step 1: Access the Sales Pipeline

Navigate to the Interakt dashboard → Click on Sales CRM → Select Sales Pipeline.

* This serves as the central workspace for viewing, managing, and progressing all leads across the sales cycle.

Step 2: Customize Lead Statuses

Interakt provides default pipeline stages, but these can be tailored to reflect a team’s specific process.

To Customize Statuses:

Go to Settings (gear icon) → Contact Settings → Click on Lead Statuses → Add a Status → Name the stage (e.g., Demo Scheduled, Negotiation) → Choose a font color → Click Save.

Step 3: Visual Management of Leads in the Pipeline

In the Sales Pipeline Dashboard, Leads appear as cards under their respective status columns.

Quick Actions:

-Drag & Drop: Move a contact between stages to update status.

-Message Icon: Instantly open chat with a lead.

-Task Icon: View or assign tasks from the card.

-Click Lead Name: Open the detailed contact page. 

Filtering Options:

-Use filters by tags, fields, or account owner to locate hot leads or monitor individual/team activity.

Step 4: Dive into Contact Details

Click on a contact to access the full Contact Details Page, This page centralizes everything needed to manage a lead from first touch to close. It includes:

-Contact Info: Status, Account Owner, Closure Deadline

-Timeline: Activity history

-Tasks: Add, view, or assign tasks with deadline alerts

-Documents: Upload and store up to 10 files.

-Notes: Add internal notes visible across the team

-Tags: Add or edit categorization labels

Step 5: Set Default Lead Status for New and Closed Contacts

New contacts are automatically placed in the New Lead stage, even if created via integrations or uploads.

To Configure:

–Go to Settings → Contact Settings → Basic Configuration

–Choose a Default Status for New Contact

–Scroll to Select Closure Status to define the endpoint.

Step 6: Track Closure Deadlines

Closure deadlines help drive timely deal closures and keep the pipeline moving. If a contact isn’t marked with a closure status (like Closed Won, Closed Lost, or Invalid Lead) by its deadline, an email alert is triggered to the Account Owner as a reminder to take action.

To Set Default Closure Period:

–Go to Settings → Contact Settings → Basic Configuration

–Set number of days from creation date → Click Save

–Deadlines can also be manually adjusted per contact in the Contact Details Page.

This sets a default closure timeline from the moment a contact enters the sales cycle (i.e., assigned a status for the first time). For example, if a contact is created on Jan 1 and 10 days are configured, the system sets Jan 11 as the deadline. Agents with sales roles can manually adjust this date later in the Contact Details Page.

Closure statuses mark the end of a sales journey. Once a contact is moved to one (e.g., Closed Won), it becomes visible to all non-sales agents—enabling smooth handoffs to Support, Account Management, or Operations.

Note: When a contact is marked as Closed Won, the value entered in the Contact Deal Value field (Revenue) is added to the monthly revenue summary shown in the Activity tab on the Home page—making it critical for accurate revenue reporting.

Conclusion:

Interakt’s Sales Pipeline is more than just a visual workflow—it’s a structured, end-to-end lead management system designed for accountability, speed, and scale. From customizing lead stages to setting closure deadlines, automating assignments, and tracking revenue contributions, every function is built to streamline sales execution.

With clear role-based visibility, timely alerts, and seamless handoffs post-closure, the pipeline ensures that no lead is left behind and that the right teams take over at the right time. Whether managing a lean sales pod or scaling across multiple teams, Interakt’s Sales CRM equips businesses with the control, clarity, and insights needed to close deals faster—and smarter.