Pipeline and Stage customization Follow

How to customize the Pipeline?

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

• 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

Update Pipeline Name and Stages

• Click on the Edit icon to Update the pipeline name.

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

• To rename, edit or delete an existing stage, click on the stage name. Now, hover over the Deal Stage to Edit Stage details like - Name, Win Probability, and Rotten Period.

Creating a New Pipeline

• To create a new 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. 

Deleting the Pipeline

• Click on the Delete icon to delete the pipeline and transfer records to other pipeline.