Pipelines

Opportunity Pipelines

Here you will be able to create, organize and manage the pipelines that make up your opportunities section.

If you have not yet visited the "Opportunities" tab in your CRM, we recommend you take a look after completing this help guide, so you become familiar with it.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Pipeline List

You will be able to find all created pipelines here in the pipeline list.

Edit Pipeline

With the edit feature, you can make changes to the existing pipeline such as editing pipeline name, add or remove a stage in the existing pipeline and much more. You can refer to the GIF below to know how to edit an existing pipeline.

Delete Pipeline

To delete an already-created pipeline, click this icon here.

Once you delete a pipeline, it is gone forever!

Create New Pipeline

Click this button to create a new pipeline!

1. Pipeline Name When creating a new pipeline, you want to give them names according to their purpose or the source of the leads. We have pipelines named as "Google Ads, Facebook Ads, Website Leads" etc.

2. Stage Name Pipeline "Stages" are what comprise your entire pipeline. Each stage is a new step in the pipeline process. You will want to name your stages in accordance with the step of the process your lead is in. For example "New lead", "Registered", "Paid" are all pipeline stages that can be used for sales.

3. + Add Stage When you are ready to add a new stage, you will click this button and name the stage accordingly.

4. Stage Funnel Chart: Show/Hide By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard funnel charts for reporting purposes or you can simply hide it.

5. Stage Pie Chart: Show/Hide By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard pie charts for reporting purposes or you can simply hide it.

Actions

1. Pipeline Pie Chart: Show/Hide By clicking this toggle button, you can choose whether to show this pipeline in your CRM dashboard pie charts for reporting purposes or you can simply hide it.

2. Pipeline Funnel Chart: Show/Hide By clicking this toggle button you can choose whether to show this pipeline in your CRM dashboard funnel charts for reporting purposes or you can simply hide it..

3. Delete Stage You can delete a stage by clicking this garbage can icon. Once you delete a stage, it will be permanently deleted.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!