Pipeline & Stage Management
What is Pipeline/Stage Management?
In
the pipeline view, the initial display shows the default pipeline with the General and its stages: New, Won, and Lost. The General pipeline option
is available on the top left side of the screen, you can change it to your
preferred pipeline from the dropdown list. The dropdown also includes all
created pipelines and the Manage option, which opens the pipeline and
stage drawer.
Note: Default pipeline can’t be deleted. If another pipeline is deleted, deals associated with it will be transferred to the default pipeline's first stage. How can users set their preferred pipeline/stage?
Follow the below steps, to create a new pipeline/stage:
1. Open the
Add New Pipeline Drawer
Click the Add
Pipeline option next to the default pipeline.
2. Enter
Pipeline Details
a) Input the Pipeline Name.
b) Check the box 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 timeframe will be highlighted in red in the pipeline view and
detailed on the profile page.
3. 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%).
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.
How to update a Pipeline/Stage?
Follow the below steps to update a Pipeline/Stage:
How does Drag-and-Drop facilitate stage transitions for
deals in a CRM?
You can easily relocate the deal card within the pipeline
using the Drag-and-Drop functionality. While dragging, you'll see the Won, Lost, and Delete buttons at the bottom of the screen.
Won: A pop-up will prompt 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 will prompt 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.
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