Pipeline
See what needs to move forward.
Track opportunities by stage, owner and value, with the activity and next action that keeps each one moving.
Sample example
Illustrative sample — not a live account or real customer data.
- Input
Opportunity: 'Annual plan — Northside Clinics', stage Proposal, owner Sam.
- Work
Show last activity, days in stage and the open next action.
- Result
Flag: 12 days in Proposal with no activity — suggested action: call to confirm decision date.
What you can do
- Opportunity records and stages
- Owners, values and expected dates
- Board and list views
- Activity and follow-up in context
How it works
- Create opportunities from contacts or companies.
- Move them through your stages; activity is linked automatically.
- Review stalled deals and the next action for each.
Worked example
Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.
Help me review my sales pipeline in forwardslash. Verify my workspace and grants. Read open opportunities, stages, owners and recent activity. Return: opportunity | stage | days in stage | last activity | suggested next action. Do not change stages without asking.
Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.
Related features
Start with your own work.
Sign in or create a workspace. Nothing runs, sends or spends until you choose to.