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; 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.

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Pipeline stages

Pending is a review queue. The four columns after it are the active pipeline. 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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How deals get into the pipeline

• Warm Leads: Every searches your network and puts qualified matches in Pending.
• Manual deals: Add a contact or client 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 the Pending queue

Open a Pending lead to see:

• The reason Every surfaced the person
• Fit and relationship scores
• Supporting evidence and source context
• The intended path from relationship to sale

Then choose:

• Approve — moves the person to Lead and asks the pipeline agent to build the first sales plan and outreach draft.
• Reject — removes the person and prevents that contact from being suggested in future Warm Leads searches. An optional reason helps improve future scoring.

No message is sent from Pending.

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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
• 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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Reply detection

For outreach sent through the connected Gmail account, the Deal Sync routine checks for replies and updates the deal context:

• 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.

Gmail and Calendar events can provide real-time context; the background check provides a catch-up path when needed.

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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 client record required for the closed deal.

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 Warm Lead preferences separately from the plan for an individual deal.

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Frequently asked questions

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Next steps