Organizing and Managing Pipelines

Maximize your CRM's potential by exploring the Pipelines section, where you can efficiently set up and manage your sales processes, leading to better financial outcomes.

After reviewing this guide, check out the Opportunities tab to gain a clearer understanding of your overall sales process.

Note: Your access to certain features may vary depending on your user permissions.

Pipeline Dashboard

The Pipelines page displays all the pipelines that have been created within your system.

Modifying Your Pipelines

Edit any pipeline by selecting the pencil icon on the far right. A pop-up window will appear, enabling you to update the pipeline’s name and stages.

Removing a Pipeline

To remove a pipeline, click the trash icon. Keep in mind that once a pipeline is deleted, it’s gone for good.

Adding a New Pipeline

You can add a new pipeline by selecting the "Create New Pipeline" button located in the top-right corner of the page.

Choosing Pipeline Names

When naming your pipelines, align them with the source or function they serve. For instance, names like “Google Ads,” “Website Inquiries,” or “Facebook Leads” work well.

Pipeline Stage Titles

Each stage in your pipeline reflects a specific point in the sales process. Label your stages to correspond with lead progress, such as “New Lead,” “Contacted,” or “Closed.”

+ Add Another Stage

To create a new stage, just click on "Add Stage" and provide the relevant title.

Stage Funnel Chart Visibility

You can opt to display or hide this stage in funnel charts by toggling the visibility option.

Stage Pie Chart Visibility

Toggle the button to decide whether to include this stage in your pie charts on the CRM dashboard.

Show/Hide Pipeline in Pie Charts

Choose to show or hide the pipeline from pie chart reports by toggling this option.

Show/Hide Pipeline in Funnel Charts

Select this option to determine whether the pipeline will appear in the funnel charts on your CRM dashboard.

Remove a Pipeline Stage

Click the trash icon to permanently remove a stage. Once deleted, it cannot be recovered.