Pipeline Management-complete guide

A pipeline is a visual representation of the stages a potential deal progresses through in the sales process.

Add Pipeline

Note : Only Admins can add a pipeline.

• Go to admin settings , you can find it in the sidebar . Click on the pipeline card.

• You can click on the ADD in the interface , click on it.

• Here is the interface for creating the pipeline , you have a input box where you enter the pipeline name and using ADD STAGE button to add new stages .

• We made it mandatory to mark ( any 2 ) stages in your custom pipeline as ‘demo’ & ‘commercial’ , so that we can still view its progress in our default pipeline.
• Enter deal stages , hit the ‘submit’ button . That's it ! We have created a pipeline.

• You can still edit ,deactivate the pipeline after you have hit the submit button .

• Now that we have created new ‘Sales pipeline’ pipeline , we will try adding a deal in this pipeline.
• Here you can the pipeline you have created earlier Sales Pipeline’.

• You can create a deal , as mentioned above.

Note :

• Consider the pipeline carefully before creating a deal, as once it's created, you won't be able to edit the pipeline. Choose the appropriate pipeline for the deal from the outset.

• Let's get back to deals list and explore searching , sorting deals & apply filters on deals.