Pipeline Management for Custom Module Follow

Earlier you only had the option to create or manage a pipeline in Deal Module. With the introduction of Custom Module in Salesmate, you also get the option to create a pipeline in any custom module you create.
Topics Covered,

• How to Create a Pipeline within the Custom Module
• How to Edit or Reorder Custom Module Pipeline Stages
• How to Delete the Custom Module Pipeline

How to Create Pipeline within the Custom Module

To Create a Pipeline within Custom Module,

• Navigate to the Profile Icon on the top right corner
• Click on Set-Up
• Head over to the Modules category
• Click on the Custom module that you would like to create a Pipeline for.

• Head over to the Pipeline Section
• Click on the Add New Pipeline.

• Enter the Pipeline Name
• If you wish to Add in any new stages click on Add New Stage
• Enter the Stage Name and select the Status if you wish to keep it Closed.
• Click on Save

How to Edit or Reorder Custom Module Pipeline Stages

To Edit or Reorder the Custom Module Pipeline Stages

• Click on the Edit option under the Actions of the Pipeline that you wish to Edit.

• You can Edit the Pipeline Name, Stage, or Status, and also can Add New Stage
• You can reorder the Pipeline Stages with simple drag-and-drop
• Once the changes are made, a successful message will appear

How to Delete the Custom Module Pipeline

• Click on the Delete option under the Actions of the Pipeline that you wish to Delete.

• A pop will appear asking for Confirmation
• Click Yes to confirm the Delete.