Pipeline views combine your CRM Deal data with Bigmind guidance and assessments. Each view controls which Deals appear, which columns are shown, and which default Playbook and Deal Framework support the motion.
Sales framework and Default Playbook
- Sales framework: the pipeline’s default Deal Framework, such as MEDDICC. Account Frameworks cannot be selected here.
- Default Playbook: the guidance document used for the motion.
These settings are intentionally separate. A Framework maintains the Deal assessment; a Playbook explains how the team should work.
Example setup
Frameworks are configured by your workspace; MEDDICC, Deal Score, and Account Health are not automatically enabled for every customer. Create them from a template or configure them in the Framework settings UI or through MCP. For an enterprise new-business pipeline, you could then:
- Select MEDDICC as the Sales framework so every Deal can show qualification progress and evidence.
- Select an Enterprise sales Playbook as the Default Playbook so reps and agents can use the same stage guidance, messaging, exit criteria, and handoffs.
- Add Deal Score as a Deal Framework column to compare overall Deal quality.
- Add Account Health as an Account Framework column to see the health of the associated customer relationship alongside the Deal.
Additional columns
Select Add column to add:
- CRM columns: active Deal and Account fields imported into Bigmind.
- Frameworks: active Deal or Account Framework assessments.
An Account Framework column resolves against the Deal’s associated Account. If no Account is associated, the cell explains that the Account is unavailable. If applicability conditions do not match, the cell shows Conditions not met.
A MEDDICC cell can show component progress. A Deal Score cell might show 72% · Needs attention, while Account Health might show 84% · Green. The progress ring inside a score badge shows coverage, so a high score based on only part of the Framework is easy to distinguish from a complete assessment.
Select a Framework cell to open the corresponding tab in the Deal or Account details, where you can review component findings, reasoning, and sources. See Deal and Account artifacts for how these results are maintained.
Opening Deals and Accounts
Select the Deal name to open Deal details. Select the Account avatar to open the associated Account. Applicable Deal Frameworks appear as Deal tabs, while Account Frameworks appear under Account Health.
Refresh selected rows
Select one or more rows to open the selection bar:
- Refresh now reviews the selected Deals.
- Refresh account level reviews their associated Accounts.
The work runs in system chats shown in the pipeline’s right column. You can switch between selected items and follow each run live. For example, a Deal refresh can reconcile MEDDICC, Deal Score, Deal warnings, the Deal summary, and CRM suggestions; an Account refresh checks the applicable Account Frameworks such as Account Health. Updated findings are reflected in the relevant rows when the run completes.
Filters and lifecycle
Stage and other filters control which Deals are visible; they do not change the underlying CRM records. Use Show deals across all stages when a stage filter hides Deals you need to review.
Bigmind uses CRM lifecycle flags rather than stage labels to determine whether a Deal is closed. Closed Deals stop receiving ordinary automatic Deal maintenance.
See Context Graph concepts, How it works, and Artifacts for the data behind these pipeline results.