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Pipeline statuses

Pipeline statuses decide which calls get analyzed. Only calls on the statuses you tick are pulled in and scored.

Pipeline statuses

How it works​

  • Each pipeline is listed with its stages.
  • Tick the stages whose calls you want analyzed (e.g. Qualified, Proposal, Negotiation).
  • Untick stages you don't care about (e.g. New, Contacted).

Why it matters​

  • Fewer irrelevant calls — you only score real sales conversations.
  • Lower cost — you don't spend analysis minutes on early-stage noise.
tip

Analyze the stages where the sale actually happens. Untick "New" and "Contacted" unless you want every cold call scored.