Deal Pipeline and Stage Customization Follow

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

Easy steps to configure your Sales Pipeline

Topics Covered:

• How to Create a New Pipeline
• Update the Default Pipeline
• How to Delete a Pipeline

How to Create a New Pipeline,

To create a New Pipeline,

• Navigate to the Profile icon in the top right corner 
• Click on the Setup 
• Head over to the Modules category 
• Click on the Pipeline Section

• Here, you need to enter the following details,
  • Pipeline Name: Define the Pipeline Name
  • Allow users to set the probability for each deal manually: Tick the checkbox if you wish to allow other Users to Set the Win Probability
  • You can Customize the Default Stage Colour, Rename them, Set the Win Probability and the Rotting period.
  • You can also Add a New Stage if required or just Remove it if not needed.
  • rearrange the Stages with simple drag-and-drop
  • Once done click on Save

Update the Default Pipeline

To Update the Default Pipeline,

• Click on the Edit option of the Default 

• Here, you can Customize the Pipeline as per your requirement

How to Delete a Pipeline

• Click on the Delete icon to delete the Pipeline

• Confirm the action to continue deleting the Pipeline