A pipeline is only useful if it's current and you can see what's real. Clarify keeps your deals up to date on its own and gives you the views to work and measure them. This playbook covers organizing your pipeline, keeping it current, and measuring it.
Set up your deals and stages
Deals track opportunities and link to the people and companies involved. Customize your stages - the defaults are Lead, In progress, Won, and Lost - from the deal list's Fields → Stage to match your process. Work the pipeline in Board view (organized by stage) or List view (a sortable table).
To run more than one pipeline - by region or product line - apply labels to deals and save a filtered list per label. Each saved list becomes its own pipeline view.
Let Clarify keep it current
Updating deals by hand is where pipelines go stale. Deal intelligence does it for you:
Deal summaries - written and kept current automatically from meetings, emails, and comments.
Deal suggestions - Clarify spots opportunities in your activity and suggests new deals to track.
Field update suggestions - after calls and emails, Clarify proposes deal-field updates so changes don't get missed.
These automatic features use credits.
Ask about your pipeline
Ask Rep in plain language - "show deals closing this quarter over $50k," "which deals slipped from Q1," "open deals with no activity in the last 14 days." Rep filters and surfaces the deals, and can pull them into a list you can work from.
Measure it
The Reports section has built-in dashboards for your pipeline. Deal overview covers win rate, average deal size, average sales-cycle length, and deal value closed. A Pipeline health dashboard - covering deal slippage, pipeline size, and deal value remaining - is rolling out and may not be available in every workspace yet. For custom analysis in your own BI tool, Warehouse access (Growth plan) syncs Clarify data into Metabase, Hex, or Tableau.
Automate pipeline hygiene
Hand recurring pipeline work to an agent - move a deal to the next stage when a transcript signals it, post a Friday pipeline digest to Slack, or flag deals that have gone quiet.
Good to know
Deal names must be unique in a workspace - add a year or contact to a repeat deal, like "Demandbase - 2026." Both deals still link to the same company.
Deal suggestions only trigger for companies with no existing deals; add further opportunities manually.
Deal intelligence's automatic features (summaries, suggestions, field updates) use credits.