Pipelines and lifecycle

One set of stages the room can say.

If two teams define the same stage differently, the automation will fight them and the report will argue with both.

Few enough to remember. Each stage has an exit the manager can check. A stage with no exit is a parking lot.

Marketing and sales agree on the words before anyone automates them. Opportunity means one thing, written down.

The moment a record changes owner is a rule, not a habit. The fields that must be filled travel with it.

One pipeline. An owner on the deal.A pipeline per rep makes reporting impossible.

The stage is a sentence.If the room cannot say it, the board is decoration.