Deal Pipeline Follow

Deal Pipeline lets you create a process with different stages which can help you understand where the deal is standing on a real-time basis.

Salesmate offers you a default Sales Pipeline with Stages. The user can rename Stages and Pipeline according to their need.

• Configure your Sales Pipeline.
• Update Stages and Pipeline Name.
• Create a new Pipeline.
• Delete an existing Pipeline.

Configure your Sales Pipeline:

• Navigate to the Profile icon on the top right corner.
• Click on the Setup.

• Head over to the Customizations category.
• Click on the Deal Pipeline.

Update Stages and Pipeline Name:

• Navigate to the Profile icon on the top right corner.
• Click on the Setup.
• Head over to the Customizations category.
• Click on the Deal Pipeline.
• Click on the Edit icon to Update the pipeline name.

• Click on Add New Stage to Add stage in Pipeline.

• Rename, edit or delete an existing stage:
  • Click on the Stage Name.
  • Hover over the Deal Stage and click on Pencil Icon to Edit Stage details like- Name, Win Probability, and Rotten Period.

• You can Edit Stage details like- Name, Win Probability, and Rotten Period.

Create a New Pipeline:

• Navigate to the Profile icon on the top right corner.
• Click on the Setup.
• Head over to the Customizations category.
• Click on the Deal Pipeline.
• Click on the + New Pipeline button.

• Provide Pipeline Name.

• You can re-order the stages on this page by dragging them around and adding more stages by clicking the Add New Stage button.

Delete an Existing Pipeline:

• Navigate to the Profile icon in the top right corner.
• Click on the Setup.
• Head over to the Customizations category.
• Click on the Deal Pipeline.
• Click on the Delete icon to delete the pipeline.

• It will show an Alert message confirming if you want to proceed or not.

• It will give an error if there are active deals in the pipeline.
• It will ask to transfer the active deals to another pipeline before proceeding further.