{"id":43573,"date":"2020-07-03T15:04:35","date_gmt":"2020-07-03T15:04:35","guid":{"rendered":"\/us\/en\/blog\/?p=43573"},"modified":"2025-07-16T01:23:38","modified_gmt":"2025-07-16T08:23:38","slug":"sales-pipeline","status":"publish","type":"post","link":"\/us\/en\/blog\/sales-pipeline\/","title":{"rendered":"How to build a 4-phase sales pipeline in 5 steps"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">On the surface, selling seems pretty straightforward.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You fill your potential buyer in on what you have to offer, and they pick the solution that best meets their needs\u2014it\u2019s just one simple decision that takes someone from \u201cprospect\u201d to \u201cbuyer.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But when you start to dig deeper, you\u2019ll find the sales process is actually <\/span><i><span style=\"font-weight: 400;\">much, much<\/span><\/i><span style=\"font-weight: 400;\"> more involved. Although it seems like a relatively simple process, deciding whether or not to buy (and what to buy) involves a lot of education and decision making. Potential buyers need the right information at the right time\u2014and the right amount of nudging to eventually cross the threshold into becoming a buyer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have just one prospect, knowing what information your prospect has already absorbed or what their needs are can be pretty easy to keep an eye on. But you\u2019ll (hopefully) never have <\/span><i><span style=\"font-weight: 400;\">just<\/span><\/i><span style=\"font-weight: 400;\"> one potential customer. If you\u2019re trying to manage the needs, questions, and expectations of dozens (or even hundreds or thousands) of customers, doing this manually will be\u00a0 challenging\u2014and you\u2019ll likely end up missing a few important touchpoints.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To effectively manage all potential customers\u2019 sales processes, you need a \u201csales pipeline.\u201d But what is a sales pipeline and why is it important? Keep reading to find out:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#whatis\"><span style=\"font-weight: 400;\">What is a sales pipeline and why is it important?\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#stages\"><span style=\"font-weight: 400;\">What are the stages of a sales pipeline?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#howto\"><span style=\"font-weight: 400;\">How to build a sales pipeline<\/span><\/a><\/li>\n<\/ul>\n<div class=\"tip\">\n<hr \/>\n<\/div>\n<p class=\"p1\">Up your team&#8217;s sales game and help them close more deals with these free cold outreach scripts. \u260e\ufe0f<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/ebook\/cold_calling_scripts_playbook.pdf\" data-id=\"69d10bfcd112a\" id=\"69d10bfcd112a\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d10bfcd112a.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\ude80 Get them now<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">Need fresh ideas for how to connect with prospects while setting up your deals for success? Download this cold outreach playbook now! <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div><input type=\"hidden\" name=\"Asset_ID__c\" value=\"ODAM-01477\" class=\"download-form-input\"><\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d10bfcd112a.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Happy selling!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\"><a id=\"whatis\"><\/a><br \/>\nWhat is a \u201csales pipeline\u201d? Why is it important?\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your sales pipeline tells you where all your prospects are on their individual sales journeys, either on a company-wide level or individually for each salesperson. It presents an organized way of looking at how every prospect is moving through the different stages of the sales <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">process<\/a>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the most basic level, a sales pipeline lets you get a quick glimpse at who might purchase from you and how close they are to actually buying. But sales pipelines also give sales managers the data they need to improve their sales processes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are just a few of the ways an organized sales pipeline can help you improve sales:\u00a0<\/span><\/p>\n<ul>\n<li><b>Discover holes in your sales process. <span style=\"font-weight: 400;\">Are prospects consistently disappearing from the sales process around the same stage? This might be a sign that you have a hole in your process. Identifying these patterns can let you figure out what you\u2019re doing wrong so you can implement the right changes to keep prospects <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\">in your funnel<\/a>. <\/span><\/b><\/li>\n<li><strong>Identify sales team members who might be struggling.<\/strong> <span style=\"font-weight: 400;\">Because you can break down sales pipelines to an individual level, you can compare the performance of different members on your sales team. Finding members who might be underperforming can help you get them the training, coaching, or assistance they need to excel at their job. <\/span><\/li>\n<li><strong>Forecast future business results.<\/strong> <span style=\"font-weight: 400;\">Meet sales goals by measuring and analyzing the number of prospects in your pipeline and the potential value of each deal. You can use historical data and analytics to project how many prospects you\u2019ll need at each phase of the sales process to eventually meet your sales goals. <\/span><\/li>\n<li><strong>Test new sales strategies<\/strong>. <span style=\"font-weight: 400;\">Comparing your sales pipeline while switching up sales strategies can allow you to see what is working and what isn\u2019t. Your sales pipeline gives you the data you need to determine which sales strategies work best for your business and resonate most with potential buyers.\u00a0<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\"><a id=\"stages\"><\/a><br \/>\nWhat are the stages of a sales pipeline?\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Stages of sales pipelines can look different from company to company. Some find that their customers go through more steps, while others like to keep their pipelines short and simple.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The length that is right for you depends on what you\u2019re selling. If a lot of communication and contact is involved, your pipeline will probably need a few more stages. The size and commitment of the purchase will also influence how a customer makes the decision to buy. After all, you wouldn\u2019t put the same thought into buying a candy bar as you would purchasing a home.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But regardless of your offering, there are a few key stages of the sales pipeline you\u2019ll want to include:\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Prospecting\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Qualification\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Proposal\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Closing<\/span><\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43763\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/sales-process-stages.png\" alt=\"sales pipeline stages\" width=\"930\" height=\"700\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">1. Prospecting\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It doesn\u2019t matter how great your sales process is if you don\u2019t have any prospects. That\u2019s why the first stage of any sales pipeline is to fill it up.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the prospecting phase, you need to figure out who you should be connecting with and how you can find them and bring them into your pipeline.\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Create your customer persona\u00a0<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Before you can find any prospects, you need to know who you\u2019re targeting. Who would benefit from what you have to offer? What type of clients do you want to work with?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Creating a customer or user <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/user-persona\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">persona<\/span><\/a><span style=\"font-weight: 400;\"> helps you break down your <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/how-to-find-your-target-audience\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">target audience<\/span><\/a><span style=\"font-weight: 400;\"> to identify key demographics including where they\u2019re located and what their budget is. If you\u2019re <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/b2b-sales\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">in B2B sales<\/span><\/a><span style=\"font-weight: 400;\">, it might include things like a job title and company size. In B2C, your customer persona might have detailed information about their household income\/budget or family life, such as if they have kids.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To create your customer persona, take a look at the demographics of your current audience. Who are your best customers and what key factors do they have in common?\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Get your prospects\u2019 attention<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Now that you know who you want to target, you need to get in touch with them. You need to attract their attention and get them to give you their contact information so you can add them to your sales funnel.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is where your traditional lead generation tactics will need to come in. Using different lead generation strategies can help you collect a large group of prospects, so don\u2019t limit yourself\u2014but you still need to be strategic. Using information from your customer persona, think about where your prospects are most likely to spend their time online.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What social platforms do they use? What premium content might they sign up for? What kind of questions might they ask?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use an outbound service like RingCentral\u2019s <\/span><a href=\"https:\/\/www.ringcentral.com\/outbound-contact-center.html\"><span style=\"font-weight: 400;\">Outbound Contact Center<\/span><\/a><span style=\"font-weight: 400;\"> to get in touch with leads and determine if they might make good prospects:<\/span><\/p>\n<p><iframe sandbox=\"allow-scripts allow-same-origin allow-presentation\" title=\"Blended Outbound Cloud Contact Center | RingCentral Engage Voice\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/bAaEj0aBBPA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen sandbox=\"allow-same-origin allow-scripts allow-presentation\"><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">Cast your net for leads wide. The next phase of the funnel is where you\u2019ll start to identify which leads to move forward with.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. Qualification<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In the <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-prospecting\/\" target=\"_blank\" rel=\"noopener noreferrer\">prospecting<\/a> phase, you\u2019re just trying to get some leads into your funnel. But even with a customer persona and strategic lead generation, some of those leads aren\u2019t going to be the right fit for your company.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the qualification phase, you need to identify which leads have the most potential to become customers and which you can toss out.\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Get to know your leads<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Chances are, you haven\u2019t collected enough information about your leads yet to know if they\u2019re solid prospects. However, you can use the information you have to get to know more about them.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Try researching your leads online, looking at their social profiles, company pages, or even review profiles to determine if they\u2019re right for your business. If you can\u2019t find much about them, you can always reach out to set up a qualification call.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A quick conversation about the leads\u2019 challenges, needs, and even preparedness to buy can help you determine if they might be a fit for your company.\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Give prospects what they need\u00a0<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">The qualification phase is more than just identifying which leads can become prospects. You also need to educate them to be ready to make a purchase.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on your business, this might involve multiple calls, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-demo-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">demos<\/a>, and meetings. Each time you talk to a prospect, you should be moving them closer and closer to finding a solution that solves their challenges.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Prospects might stay in this phase for a while\u2014and that\u2019s okay. Keep checking in with them, providing them with high-quality content and trying to move them to the next phase.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Proposal\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When a prospect is ready to buy, it\u2019s time to present your <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-enablement-tools\/#proposal\" target=\"_blank\" rel=\"noopener noreferrer\">proposal<\/a>. This is a formal agreement about the exchange of products or goods and the amount the customer is going to pay.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We often think of proposals as a B2B thing, but proposals are just as important in B2C\u2014regardless of what you\u2019re selling.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Think for a moment about the big-ticket items someone might buy, like a house or a car. Before they buy, they\u2019re going to want to see their paperwork. What are they paying for? What is the agreed-upon price? It\u2019s common practice to lay everything out in writing before the deal is done.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But proposals are important even for smaller transactions. Take, for example, the exchange you have when buying items at the grocery store. You present your groceries to the cashier, who rings them up and tells you what you owe. This is the proposal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on your industry and the size of the purchase, the proposal process might take a few days (or even weeks). After all, buying software for your business isn\u2019t quite the same as picking up a rotisserie chicken for dinner\u2014but the basic structure of each transaction is the same.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">During this phase of the sales pipeline, it\u2019s time to come to an agreement. You might need to negotiate, change your proposal around a bit, or you might even find that you\u2019re not going to be able to make a deal. When you do finally agree (or decide to walk away), your customer will move to the last phase of the sales pipeline.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Closing<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is the bottom phase of your sales pipeline. You\u2019ve attracted your prospect, given them the information they need to qualify them as prospects, and agreed on a proposal. All that\u2019s left to do is sign the deal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But the closing phase should be more than just getting a signature and running off to the next client. When the deal is done, this is your opportunity to find areas of improvement for your sales process and pipeline.\u00a0<\/span><\/p>\n<ul>\n<li><b>Follow up. <span style=\"font-weight: 400;\">See how well the new purchase is working for your customer. Did it solve their challenges? Are they still struggling? Do they need any additional help? Check in to see if there is anything else you can do. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/b><\/li>\n<\/ul>\n<ul>\n<li><strong>Offer onboarding or training<\/strong>. <span style=\"font-weight: 400;\">Is your customer using their new product or service to its maximum potential? Can you help them make the most of what they bought? Offering onboarding or training services can help customers remain happy with their purchase. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>Ask for feedback.<\/strong> <span style=\"font-weight: 400;\">What support do customers wish they had during the purchasing process? What could you do better? Talking to customers who have been there before can <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">give you insights<\/a> you can\u2019t get anywhere else.\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"howto\"><\/a><br \/>\nHow to build a sales pipeline\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you know why a sales pipeline is important and what the phases look like, how do you actually build one?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales pipeline will be unique to your sales process, your company, and what you\u2019re selling. But here are a few steps to get the structure down. From there, you can refine and adjust your pipeline to meet your unique needs.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">1. Define your sales pipeline stages\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We just went through the four basic steps of a sales pipeline, but you might feel like they just don\u2019t work for you. Maybe your qualification process is a bit longer, so you want to break it into a few different phases.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s okay.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now is the time to figure out what pipeline stages you think <em>you\u2019ll<\/em> need. Combine phases, add new ones, or even toss one out completely\u2014whatever works best for you.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Don\u2019t worry too much about getting these phases right. You can change them later on.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. Use the right tools\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once your business has grown to a certain point, you just can&#8217;t manage your sales pipeline manually anymore. Without at least a little automated help, keeping a pulse on <\/span><i><span style=\"font-weight: 400;\">all <\/span><\/i><span style=\"font-weight: 400;\">of your leads and prospects is just too much to handle.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before you get started building your pipeline, identify the <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-sales-apps\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales apps<\/a> you\u2019re going to use to make managing it possible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most people would recommend a CRM, and while a CRM gets the job done, it\u2019s just one piece of the puzzle. A CRM is a great way to keep tabs on all your leads and prospects and where they\u2019re at in the buying journey, but properly managing your full sales pipeline requires a bit more power.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A communications platform\u2014particularly one that integrates with your CRM (like RingCentral)\u2014allows you to not only organize your customer information, but also get in touch with them when the time is right. Having an easy way to follow up with leads and prospects through video conferencing, traditional phone calls, or even messaging can go a long way in helping you keep your pipeline healthy.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if you\u2019re using Zoho as a CRM, you\u2019re probably already used to logging meetings and conversations. But without a communication <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">tool<\/a> for support, you\u2019re switching between your computer and phone or a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-video-conferencing-for-small-businesses\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing software<\/a>. This back and forth is not only annoying and time consuming, but it puts you at risk of forgetting something important.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you <a href=\"https:\/\/www.ringcentral.com\/apps\/zoho-crm-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\">integrate Zoho with RingCentral<\/a>, you can schedule and start online meetings without leaving the Zoho app. When you no longer need to fumble to find the right tab, try to remember the password to another account, or remember where you even hosted the meeting in the first place, you\u2019ll be more prepared and confident for customer conversations:<\/span><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/apps\/zoho-crm-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-large wp-image-40151\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/zoho-1024x515.png\" alt=\"sales pipeline tool - zoho and ringcentral integration\" width=\"1024\" height=\"515\" \/><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">3. Identify your trigger actions\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You\u2019ve established your different phases of the pipeline\u2014now it\u2019s time to make sure they all connect. To make sure leads and prospects are actually moving through the pipeline, establish clear actions that take an individual to the next phase.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, to move a lead from \u201cprospecting\u201d to \u201cqualifying,\u201d you\u2019ll need to gather information about the potential customer that tells you they\u2019re ready to dive deeper into your offerings. Maybe this is signing up for a webinar or clicking an ad in an email. Performing this action (whatever it may be) lets you know they\u2019re ready for the next phase.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Identify what these different actions may be at each phase\u2014and you\u2019re likely to have a few different behaviors for each step. Think about how leads and prospects behave. What questions do they ask at each step? What information do they need to know before they\u2019re ready to move forward?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lay out a loose process. Remember, you want to use these trigger actions as a guideline\u2014not as an excuse to put your customers in boxes. Everyone will behave differently, but identifying some patterns will make your job easier.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Find the right size of your pipeline\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Not every prospect that enters your pipeline will become a customer. It\u2019s unrealistic to think they will. But in order for your pipeline to work, you need to find your estimated conversion rate for each phase.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While we\u2019d all love to have a 100% conversion rate all the way through the pipeline, constantly setting unrealistic goals will just demoralize your team\u2014and it doesn&#8217;t necessarily give you insights to improve your performance next time either. Instead, look at historical data to see how many leads become prospects and how many prospects ultimately buy. How long does it normally take a lead to move through the entire funnel?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From there, you can work backward to see how many leads you need to attract to reach your sales quota or goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Identifying these estimated conversion rates can also make it easy to see what new sales strategies are working and what aren\u2019t. If you\u2019re used to a 70% conversion rate and you\u2019re seeing only 30% after implementing a new <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-techniques\/\" target=\"_blank\" rel=\"noopener noreferrer\">technique<\/a>, you\u2019ll know pretty quickly it\u2019s time to switch back to the old way of doing things.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">5. Create a cleaning routine\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Keeping your pipeline clean is just like your house\u2014if you let it go too long, suddenly you\u2019re looking at hours worth of work. Creating a cleaning routine from the beginning keeps your pipeline functional and accurate.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When a lead or prospect makes it clear they\u2019re not going to buy, or even if they say they\u2019re going to and then ghost, keeping them in your funnel only hurts your projections and can make you lazy about attracting new prospects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, let\u2019s say you know you need to attract 50 new leads to get one deal. When you look at your pipeline, you have 45 leads at the top of your funnel, so you assume you just need to find five more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But what you don\u2019t see is that those leads have been in your pipeline for months and never moved to the qualification phase. They\u2019re just not interested in what you have to offer (at least not right now).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In order to get that one new customer, you don\u2019t need just five new leads\u2014you really need 50. Without cleaning out those old leads, you\u2019re self-sabotaging your company\u2019s growth.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Set up a periodic routine to review and eliminate leads and prospects who don\u2019t seem like they\u2019re going to convert. Establish rules that define when a lead should stay and when they should go, such as how long it\u2019s been since they\u2019ve gotten in touch. But don\u2019t delete the contact completely\u2014you never know when they might be interested again.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Make your sales pipeline work for you\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A sales pipeline is a great tool for moving sales processes along, but it\u2019s only as strong as the information you put in. If you\u2019re not doing the work to find the right leads, nurture the relationships you have, and make the most of the data your pipeline gives you, the pipeline can only help you so much.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Periodically take a step back and look at your pipeline as a whole, but also at each individual phase. How is each step working? What areas can you improve? Are your conversation rates appropriate, or are prospects unexpectedly disappearing? Do you have the right tools in place to make connections to prospects easy?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you\u2019re consistently revisiting your pipeline and identifying areas of improvement, you\u2019ll close more deals and bring in the revenue to prove it.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>On the surface, selling seems pretty straightforward.\u00a0 You fill your potential buyer in on what you have to offer, and they pick the solution that best meets their needs\u2014it\u2019s just one simple decision that takes someone from \u201cprospect\u201d to \u201cbuyer.\u201d\u00a0 But when you start to dig deeper, you\u2019ll find the sales process is actually much, &#8230;<\/p>\n","protected":false},"author":29,"featured_media":43575,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[380],"class_list":["post-43573","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to build a 4-phase sales pipeline in 5 steps | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-pipeline\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to build a 4-phase sales pipeline in 5 steps\" \/>\n<meta property=\"og:description\" content=\"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-pipeline\/\" \/>\n<meta property=\"og:site_name\" content=\"RingCentral Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ringcentral\" \/>\n<meta property=\"article:published_time\" content=\"2020-07-03T15:04:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-16T08:23:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"930\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"RingCentral Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:site\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"RingCentral Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#article\",\"isPartOf\":{\"@id\":\"\/us\/en\/blog\/sales-pipeline\/\"},\"author\":{\"name\":\"RingCentral Team\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\"},\"headline\":\"How to build a 4-phase sales pipeline in 5 steps\",\"datePublished\":\"2020-07-03T15:04:35+00:00\",\"dateModified\":\"2025-07-16T08:23:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"\/us\/en\/blog\/sales-pipeline\/\"},\"wordCount\":3186,\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg\",\"keywords\":[\"sales\"],\"articleSection\":[\"Business &amp; leadership\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"\/us\/en\/blog\/sales-pipeline\/\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/\",\"name\":\"How to build a 4-phase sales pipeline in 5 steps | RingCentral Blog\",\"isPartOf\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg\",\"datePublished\":\"2020-07-03T15:04:35+00:00\",\"dateModified\":\"2025-07-16T08:23:38+00:00\",\"description\":\"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.\",\"breadcrumb\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg\",\"width\":930,\"height\":700,\"caption\":\"sales pipeline header\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"\/us\/en\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to build a 4-phase sales pipeline in 5 steps\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"name\":\"RingCentral Blog\",\"description\":\"Intelligent Communications\",\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\",\"name\":\"RingCentral\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"width\":2048,\"height\":309,\"caption\":\"RingCentral\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/ringcentral\",\"https:\/\/x.com\/ringcentral\",\"https:\/\/www.linkedin.com\/company\/ringcentral\/\",\"https:\/\/www.instagram.com\/ringcentral\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\",\"name\":\"RingCentral Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"caption\":\"RingCentral Team\"},\"sameAs\":[\"https:\/\/www.ringcentral.com\"],\"url\":\"\/us\/en\/blog\/author\/ringcentral-team\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to build a 4-phase sales pipeline in 5 steps | RingCentral Blog","description":"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-pipeline\/","og_locale":"en_US","og_type":"article","og_title":"How to build a 4-phase sales pipeline in 5 steps","og_description":"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.","og_url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-pipeline\/","og_site_name":"RingCentral Blog","article_publisher":"https:\/\/www.facebook.com\/ringcentral","article_published_time":"2020-07-03T15:04:35+00:00","article_modified_time":"2025-07-16T08:23:38+00:00","og_image":[{"width":930,"height":700,"url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","type":"image\/jpeg"}],"author":"RingCentral Team","twitter_card":"summary_large_image","twitter_creator":"@ringcentral","twitter_site":"@ringcentral","twitter_misc":{"Written by":"RingCentral Team","Est. reading time":"16 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#article","isPartOf":{"@id":"\/us\/en\/blog\/sales-pipeline\/"},"author":{"name":"RingCentral Team","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358"},"headline":"How to build a 4-phase sales pipeline in 5 steps","datePublished":"2020-07-03T15:04:35+00:00","dateModified":"2025-07-16T08:23:38+00:00","mainEntityOfPage":{"@id":"\/us\/en\/blog\/sales-pipeline\/"},"wordCount":3186,"publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","keywords":["sales"],"articleSection":["Business &amp; leadership"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"\/us\/en\/blog\/sales-pipeline\/","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/","name":"How to build a 4-phase sales pipeline in 5 steps | RingCentral Blog","isPartOf":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","datePublished":"2020-07-03T15:04:35+00:00","dateModified":"2025-07-16T08:23:38+00:00","description":"Learn how to create a sales pipeline for your small business in 5 simple steps, covering every stage from prospecting to qualifying to closing.","breadcrumb":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#primaryimage","url":"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","width":930,"height":700,"caption":"sales pipeline header"},{"@type":"BreadcrumbList","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-pipeline\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"\/us\/en\/blog\/"},{"@type":"ListItem","position":2,"name":"How to build a 4-phase sales pipeline in 5 steps"}]},{"@type":"WebSite","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","name":"RingCentral Blog","description":"Intelligent Communications","publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization","name":"RingCentral","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/","url":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","width":2048,"height":309,"caption":"RingCentral"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ringcentral","https:\/\/x.com\/ringcentral","https:\/\/www.linkedin.com\/company\/ringcentral\/","https:\/\/www.instagram.com\/ringcentral"]},{"@type":"Person","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358","name":"RingCentral Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","caption":"RingCentral Team"},"sameAs":["https:\/\/www.ringcentral.com"],"url":"\/us\/en\/blog\/author\/ringcentral-team\/"}]}},"rc_img_url":"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/930x700_GettyImages-857357236.jpg","rcblog_by_author":"<a href=\"\/us\/en\/blog\/author\/ringcentral-team\/amp\" data-dl-events-click=\"true\" data-dl-element=\"link\"><span class=\"image\"><img src=\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\" alt=\"\" width=\"30\" height=\"30\" layout=\"fixed\"><\/img><\/span><span class=\"by-author-name\">RingCentral Team<\/span><\/a>","rc_author_full_name":"RingCentral Team","rc_author_avatar":"\/us\/en\/blog\/wp-content\/uploads\/2022\/02\/ringcentral-logo-new.png","rc_author_link":"\/us\/en\/blog\/author\/ringcentral-team\/amp","rc_post_categories":"<a href=\"\/us\/en\/blog\/category\/trending\/business-leadership\/amp\">Business &amp; leadership<\/a>","amp_link":"\/us\/en\/blog\/sales-pipeline\/amp","excerpt_title":"How to build a 4-phase sales pipeline in 5 steps","_links":{"self":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/43573","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/comments?post=43573"}],"version-history":[{"count":0,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/43573\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media\/43575"}],"wp:attachment":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media?parent=43573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/categories?post=43573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/tags?post=43573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}