Working with clients
Pipeline: sales stages, follow-ups and commission forecasting
What each stage means, when to move a lead, and how estimated commission is calculated.
Tomas Beck · Advisor success
Updated 26 Aug 2026
Pipeline is a paginated list of everyone you are working, with a sales stage per row.
| Stage | Meaning | Next action |
|---|---|---|
| Cold | No reply yet | One short follow-up, then park |
| Messaging | Two-way conversation | Book a call |
| Meeting | Call scheduled or held | Send a plan |
| Planned | Plan sent, awaiting yes | Chase within 48 hours |
| Paid | Invoice settled | Deliver and ask for a review |
Stages auto-derive from activity, and you can override any row manually.
Advisor portalCRMPipelineSales stage
Example only — this button is not clickable here.
Estimated commission uses the current trip value, so it moves as you swap items in and out.