How to Build a Sales Pipeline in ClickUp Step by Step

A well-designed sales pipeline in ClickUp gives your team visibility into every opportunity, from first touch to closed-won. Using the right templates, views, and automations, you can replace scattered spreadsheets with a single, organized workspace that keeps deals, owners, and revenue forecasts in sync.

This guide walks you through how to configure a complete, practical sales pipeline in ClickUp based on proven sales workflows.

Why Build Your Sales Pipeline in ClickUp?

Before setting anything up, clarify what you want from your sales pipeline. A ClickUp workspace can centralize the entire process so your team stops guessing where deals stand.

With a dedicated pipeline Space, you can:

Standardize deal stages across your team
Keep contact details, activities, and documents in one place
Track expected revenue and close dates
Forecast sales performance and identify bottlenecks
Automate handoffs and follow-ups

Because ClickUp supports Lists, Board views, custom fields, and Dashboards, you can mirror your exact sales motion while keeping reporting accurate and up to date.

Plan Your Sales Stages Before Using ClickUp

Map your sales process on paper or a whiteboard first. This avoids constant rework once you start configuring stages in ClickUp.

Common stages include:

Prospecting
Qualified
Demo or Discovery Call
Proposal Sent
Negotiation
Closed Won
Closed Lost

Define what must happen for a deal to move from one stage to the next. These rules will become your pipeline statuses and entry/exit criteria inside ClickUp.

Step 1: Create a Sales Space in ClickUp

Start by giving your sales team a dedicated home in ClickUp so deals do not get mixed with operations or marketing tasks.

Open your workspace and create a new Space named something like “Sales” or “Revenue”.
Choose a color and icon your team associates with sales.
Configure permissions so only the right people can edit pipeline settings.

Within this Space, you will add a List that serves as your primary sales pipeline.

Step 2: Use a Sales Pipeline Template in ClickUp

Rather than starting from scratch, leverage a template that includes recommended statuses, views, and fields. The article at ClickUp’s sales pipeline template guide explains how templates accelerate setup and reduce configuration errors.

In your new Sales Space, click + New List.
Select Templates, then search for a sales pipeline template.
Preview the template, then apply it to your List.
Import statuses, views, and custom fields included in the template.

This gives you a prebuilt foundation for your pipeline, which you can then customize for your process.

Step 3: Customize Pipeline Statuses in ClickUp

Statuses are the backbone of your pipeline. Each task in the List represents a deal, and its status reflects the current stage.

Open your sales pipeline List and click Statuses.
Edit or rename the template stages to match your actual process.
Add any missing stages, such as “On Hold” or “Legal Review”.
Group stages logically (for example, Open, In Progress, Closed).

Make sure everyone on the sales team understands what each status means and when a deal should move to the next step.

Step 4: Add Essential Custom Fields in ClickUp

Sales data lives in custom fields. With the right fields, you can sort, filter, and forecast your pipeline directly in ClickUp.

Useful custom fields include:

Deal Value (currency)
Close Date (date)
Probability (percentage or dropdown)
Lead Source (dropdown or text)
Account Owner (user field)
Industry or Segment (dropdown)

Open the sales pipeline List.
Click + Add Column to create or enable custom fields.
Choose appropriate field types so reports and filters work correctly.
Reorder columns to highlight the details your team uses most.

Once configured, every deal in ClickUp can store structured data for reporting and forecasting.

Step 5: Configure Board and List Views in ClickUp

Different roles need different perspectives. Board views make it easy to drag deals between stages, while List views are ideal for sorting and filtering numbers.

Set Up a Kanban Board View in ClickUp

From your pipeline List, add a new Board view.
Group by Status so each column represents a pipeline stage.
Show key custom fields like Deal Value and Close Date on card fronts.
Enable swimlanes or filters if you want to separate deals by owner or region.

Your sales reps can now manage opportunities visually, moving cards across the board as deals progress.

Optimize the List View in ClickUp

Switch to the List view for a spreadsheet-like look.
Show currency, probability, and date fields for pipeline reviews.
Save filters for common scenarios, like “My Open Deals” or “Deals Closing This Month”.
Sort by Close Date or Deal Value for quick prioritization.

Using both views inside ClickUp keeps your pipeline visual and analytical at the same time.

Step 6: Use Tasks as Deals in ClickUp

Each task represents a single opportunity. Populate tasks with the context your team needs so no information is lost.

Create a new task for each deal, using a consistent naming format such as “Account Name – Product – Region”.
Fill in custom fields (Deal Value, Close Date, Lead Source, probability).
Add contact details, meeting notes, and call summaries to the task description or comments.
Attach proposals, quotes, and contracts so documents stay tied to the opportunity.

Standardized tasks ensure accurate reporting and easier collaboration inside ClickUp.

Step 7: Automate Repetitive Workflows in ClickUp

Automation keeps your sales pipeline up to date without constant manual effort.

Common automations include:

Assigning a task to a sales rep when a deal enters a specific stage
Sending notifications when deal value exceeds a threshold
Setting a follow-up date when the status changes
Updating probability when a deal moves to a later stage

Open your sales pipeline List and click Automations.
Choose a trigger such as “Status changes” or “Task created”.
Select an action, for example “Assign to” or “Set custom field”.
Save and test each automation with sample deals.

With a few targeted automations, ClickUp becomes a proactive sales assistant that reduces admin work.

Step 8: Build Sales Dashboards in ClickUp

Dashboards turn raw pipeline data into insights. They help leaders understand performance and spot issues before they hurt revenue.

Create a new Dashboard in your workspace.
Add widgets connected to your sales pipeline List or Space.
Use charts to visualize pipeline size by stage and by owner.
Add a table widget to summarize open deals and expected revenue.
Create a time-based widget to track deals added, won, and lost over time.

Because the underlying data lives in ClickUp, Dashboards update automatically as deals move through the pipeline.

Step 9: Improve and Maintain Your ClickUp Pipeline

Once your pipeline is live, schedule time to refine it based on real-world behavior.

Review win rates and cycle times by stage to see where deals stall.
Adjust statuses or add new ones if your process changes.
Refine automations to reduce noise and highlight only high-impact events.
Train new reps using your ClickUp views and Dashboards as the core playbook.

Continuous improvement ensures your sales workspace remains aligned with your evolving go-to-market strategy.

Next Steps: Connect ClickUp with Expert Support

If you need help designing a scalable sales pipeline or integrating your existing tech stack, consider partnering with a specialized implementation team. For example, Consultevo provides consulting and systems design that can complement your ClickUp setup and broader revenue operations strategy.

By combining a well-structured pipeline in ClickUp with thoughtful process design, your team can manage more opportunities, forecast more accurately, and close more deals with less manual work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`