Pipeline - Zevari Docs
Track opportunities, meetings, and booked calls. Booked meetings auto-log from booking-calendar tracking; low-confidence ones wait in the Bookings queue.
What the Pipeline shows
The Pipeline has three tabs: Opportunities (Open, Closed-Won, Closed-Lost), an Outcomes log of meetings and deals, and a Bookings review queue. A report panel shows open opportunities, meetings, deals, and pipeline value over 7, 30, and 90 days.
How meetings land here
When you connect booking-calendar tracking, incoming bookings are attributed to a lead by tracking reference or invitee email. Confident matches auto-log a meeting; lower-confidence ones are held as Needs review in Bookings for you to confirm or reject.
Manage bookings
In Pipeline - Bookings, confirm a booking to log the meeting, or reject it. You can also add opportunities, meetings, and deals manually from the Add menu.