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A sales pipeline in Twenty is a Kanban view of your Opportunities object, where each column represents a stage in your sales process.

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Step 1: Configure Your Stages

Stages are defined in the Opportunities object’s Stage field.
  1. Go to Settings → Data Model
  2. Select Opportunities
  3. Find and click the Stage field
  4. Add, remove, or rename stages to match your process
PhasePurpose
NewFresh opportunities just identified
QualifiedConfirmed as a good fit
MeetingEngaged in discussions
ProposalProposal sent
NegotiationWorking on terms
Closed WonDeal successful
Closed LostDeal unsuccessful
5-7 stages is optimal. Too many stages makes the pipeline hard to scan; too few loses visibility into deal progress.

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Step 2: Create a Pipeline View

  1. Go to Opportunities
  2. Click the view dropdown → + Add view
  3. Name it “Sales Pipeline”
  4. Click Create
  5. Open Options and select Kanban as the layout
The view automatically uses the Stage field for columns.

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Step 3: Configure Your View

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Show Key Fields

  1. Click Options → Fields
  2. Look for fields in the “Hidden Fields” section
  3. Click the eye icon to display: Company, Amount, Close Date, Owner

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Enable Aggregations

Show totals at the top of each column:
  1. Click the number displayed next to a Stage name at the top of a column
  2. Select the aggregation type (Count, Sum, Average, etc.)
  3. Choose the field to aggregate (e.g., Amount)
Example: Show total deal value per stage by aggregating Amount with Sum.

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Use Compact View (Optional)

For a high-level overview with minimal card content:
  1. Click Options
  2. Turn on the toggle for Compact view

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Step 4: Create Personal and Team Views

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”My Pipeline”

  • Filter: Owner = Me
  • Visibility: Unlisted (personal view)

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“Team Pipeline”

  • Filter: None (show all)
  • Visibility: Workspace (shared view)

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“Closing This Month”

  • Type: Table
  • Filter: Close Date = This month, Stage ≠ Closed Won, Stage ≠ Closed Lost
  • Sort: Close Date ascending

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Working with Opportunities

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Creating Opportunities

  • Click + New in the Opportunities view
  • Or click + in a specific stage column

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Moving Through Stages

Drag and drop opportunity cards between columns to update their stage.

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Beste Praktiken

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Pipeline Hygiene

  • Update deals daily as they progress
  • Move or close stale deals promptly
  • Keep close dates realistic

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Stage Discipline

  • Define clear criteria for each stage
  • Move deals promptly when criteria are met
  • Don’t let deals sit in stages too long