Guides ยท Business
Sales Pipeline Hygiene Basics
Keep a clean sales pipeline
This guide explains sales pipeline hygiene: define stage criteria, enforce close dates, purge stale deals, log next steps and contacts, and review pipeline health regularly.
- sales pipeline
- crm
- stages
- hygiene
- forecast
Define stages
Set clear entry/exit criteria for each stage.
Close or update stale deals
Regularly close lost or push timelines for inactive deals.
Log next steps
Record contacts, next actions, and dates for every opportunity.
Review health
Check stage aging, win rates, and coverage vs. targets.