Managing Your Sales Pipeline & Stage

Pipelines and stages are structured views of the sales process, where pipelines organize deals from start to finish and stages represent each step within that process. Together they give a clear picture of deal progress, help track opportunities, and simplify forecasting and management. Initially, the default pipeline, General, is displayed with its stages: New, Won, and Lost.

Note:

Default pipeline cannot be deleted. If any another pipeline is deleted, deals associated with it will be moved to the default pipeline's first stage.

How to Create a New Sales Pipeline & Stages?

Follow these steps to create a new pipeline/stage:

1. Go to the Pipeline View where deals are displayed.

2. At the top left of the screen, click the pipeline name (General, the default pipeline) to open the pipeline list.

3. From the list, click Manage. This opens the Pipeline & Stage drawer.

4. Inside the drawer, click Add Pipeline to start creating a new pipeline.

5. Enter Pipeline Details:

       a) Input the Pipeline Name.

       b) Select the checkbox to mark it as the default pipeline, if desired.

       c) Specify the number of days in the Deals rot after field (default is 30 days).Deals exceeding this limit will be highlighted in red in the pipeline view and shown on the profile page.

6. Manage Stages:

       a) Default stages New, Won, and Lost are always visible.

       b)To add new stages, click +Add Stage and Enter Stage Name and Stage Probability % (default is 100%).

Note:

You can add up to 15 stages per pipeline and create a maximum of 15 pipelines.

Save the Pipeline:

       a) Click Save to finalize the pipeline.

       b) Use Save & New to save and immediately start a new pipeline.

       c) Click the close icon at the top right corner to cancel the pipeline creation.

Updating an Existing Pipeline or Stage

Follow the below steps to update a Pipeline/Stage:

1. Select the Edit option over each stage or the ellipsis (⋮) from the pipeline header to open the Edit Pipeline drawer

2. Change the existing Pipeline Name as needed.

3. Add or adjust the Rotten days' value, with the default set to 30 days.

4. Change the name of the first stage (note: this stage cannot be removed).

5. Add, remove, or edit additional stages and their probabilities. The names and probabilities for the Won and Lost stages are fixed and cannot be edited.

6. Click Update to save the modifications.

Managing and Moving Deal Cards in the Pipeline View

The Drag-and-Drop functionality allows you to reposition deal cards in the pipeline. While moving a deal, you can quickly mark it as Won, Lost, or Delete using the buttons displayed at the bottom.

Won: A pop-up prompts you to enter the Won reason and Deal closed on. Clicking Won reason opens a dropdown with options, and Deal closed on opens a date picker.

Lost: A pop-up prompts you to input the Lost reason and Deal closed on. Clicking Lost reason opens a dropdown with options, and Deal closed on opens a date picker.

Delete: Triggers a confirmation pop-up with the message: Are you sure you want to delete this deal? Select Yes to delete or No to cancel.