Opportunity Pipelines

If you want to maximize your opportunities in this CRM, don’t forget to explore its Pipelines tab. By doing so, you’ll be able to create, manage and organize the pipelines to start making profits.

We suggest visiting the Opportunities tab after reading this guide to get a solid comprehension of the entire picture.

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

Pipeline List

When you open this page, you will see a list of all created pipelines in the pipeline list.

 

Edit Pipeline

You can edit a pipeline by clicking on the pencil icon to the far right. A popup will appear where you can update the name of the pipeline and the stages of your pipeline.

Delete Pipeline

To delete an already-created pipeline, click the trashcan icon shown below.

Once you delete a pipeline, it is gone forever!

 

Create New Pipeline

To create a new pipeline, click on the green Create New Pipeline button on top right of the page.

 

Pipeline Name

1. 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 things like “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.

3. Delete Stage

You can delete a stage by clicking this garbage can icon.

Once you delete a stage, it will be permanently deleted.