Sales Pipeline

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Overview

The Sales Pipeline is where Every turns a promising relationship into a managed sales process. Warm leads discovered by the Prospecting Agent arrive for review on the Prospects page; approved leads get a plan, outreach drafts, linked proposals and invoices, and a history of what happened. Every prepares and updates the work, while you control who enters the pipeline and what gets sent. Deals stay current from your Gmail, LinkedIn, and Instagram conversations, and for any deal you choose, Auto mode lets Every send replies and follow-ups on its own.

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Pipeline stages

The board has four columns: Lead, Opportunity, Won, and Lost. Prospects are not a column. They live on their own Prospects page, and the Deals header shows Prospects · N to get there. Opportunity holds the full active conversation instead of splitting every milestone into a separate stage. Proposal and invoice status appear on the deal so you can see the commercial state without rebuilding your pipeline around each document.

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Stage criteria

Stage criteria tell Every what each stage means for your business. They set the goal the agent works toward at each stage: how it plans each deal, which stage it thinks a deal is in, and what it tries to get out of each conversation, especially in Auto mode. For some businesses a reply is enough to count as an Opportunity; for others it takes a booked meeting. Write the criteria that match how you sell. To edit them: On Deals, select the Deal settings button in the header → Stage criteria. Select a stage (Lead, Opportunity, Won, or Lost), edit its criteria, and select Save. Each stage shows whether it uses Every’s default or has been customized for your business. For a single deal: Open the deal’s Stage criteria chip (it reads Default or Customized) to customize criteria for that deal only. Leaving a stage blank uses your workspace default.

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How deals get into the pipeline

• Prospecting: Every scores your network for each target and lists qualified matches on the Prospects page. Approving one adds it to Lead.
• Manual deals: Add a person or company directly to any active stage.
• Commercial activity: When configured, proposals or invoices created outside the board can be linked to a deal so the sales and billing records stay connected.

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Review prospects

Prospects are reviewed on their own page, not on the board. See Review before anything happens for Approve, Add to deal, Reject, and bulk actions. No message is sent from Prospects.

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Plans, outreach, and activity

Each approved deal has a plan made of concrete next steps. The agent refreshes that plan when relevant facts change—for example, after you log a conversation, move the stage, send outreach, receive a reply, or link a proposal or invoice. Open a deal to:

• Review the current plan and its rationale
• Edit and send an outreach draft by email, or send a LinkedIn message with Send via Every
• Turn Auto mode on or off
• Log a call, meeting, note, or attachment
• Draft a proposal
• Link or inspect proposals and invoices
• Change the deal owner on a team workspace
• Review the chronological history

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Sending on LinkedIn and Instagram

When a plan step is a LinkedIn or Instagram message, Every drafts it for that channel.

• LinkedIn: select Send via Every. Every shows the message and recipient, then sends it from your connected LinkedIn account when you confirm.
• Instagram: select Copy message and send it from Instagram.

Connect both from LinkedIn & Instagram.

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Conversations keep deals current

Every reads the conversations you have with a deal’s contact on Gmail, LinkedIn, and Instagram, including messages you send outside Every, and attaches each one to the right person and deal:

• A positive reply can move the deal to Opportunity and trigger a new plan.
• A neutral reply updates the plan without forcing a stage change.
• A negative reply is recorded so the agent does not plan from stale assumptions.

Each deal’s activity, next steps, and stage update as new messages arrive, so the board shows where each conversation stands and which channel reaches each person. Gmail and Calendar events can provide real-time context, and the Deal Sync routine checks for replies as a catch-up path. LinkedIn and Instagram messages sync on their own while Sync deal-related messages is on for that network. See LinkedIn & Instagram.

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Proposals and invoices

The pipeline connects sales activity to the documents that close and collect the work.

• Draft a proposal from the deal so the client, scope context, and pipeline link stay together.
• Convert an issued or approved proposal to an invoice when you are ready to bill.
• Link an invoice so issued and paid status can update the deal’s commercial context.
• Move to Won after linking or creating the Person or Company record required for the closed deal - Won accepts either party type, so a solo individual never needs a company just to close.

See Invoices & Proposals for the full proposal-to-invoice workflow.

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Human control and learning

Manual stage moves are authoritative: the agent replans around the stage you chose. Every also learns from durable signals such as rejections with reasons, edited outreach, stage moves, and won/lost outcomes. You can review prospecting lessons under What Every learned in Prospecting settings on the Prospects page, separately from the plan for an individual deal.

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Frequently asked questions

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Next steps