How to define pipeline stages everyone uses the same way
The Pipeline Crew will draft entry and exit rules for each pipeline stage from how your CRM is used today. You approve the definitions. Planned, not live yet.
Pipeline Crew
Planned: not yet end to end in the app
When you need this
Two reps put the same deal in different stages, so stage totals and forecasts mean different things to different people.
How the crew does it
Read how stages are used today
Pipeline Crew
Atlas looks at which stages deals pass through, how long they stay, and where they skip or move backwards.
Draft entry and exit rules
Pipeline Crew
It drafts a plain rule for what must be true for a deal to enter and leave each stage.
List deals that break the draft
Pipeline Crew
Open deals that would sit in a different stage under the draft rules are listed for review.
Approve the definitions
You
Sales and marketing leads agree the final rules. Any stage change in the CRM waits for approval.
What waits for you
The stage definitions, and any deal moved to a different stage as a result.
Connect
CRM, hubspot, salesforce
Measured by
Deals whose stage matches the agreed rules, checked in each weekly summary.
Limits
Not live yet as a guided job. Stage definitions are a business decision; the crew drafts them and never changes CRM stages on its own.