How to Set Up Quote Pipeline Follow

By customizing your Quote Pipeline stages, you can significantly enhance your ability to categorize and track the progress of quotes. This approach enables you to establish a more transparent and efficient workflow, ensuring that each quote is methodically managed throughout its various stages.

Topics Covered:

• Creating a Pipeline in the Quote
• Editing or Reordering Stages in the Quote Pipeline
• Deleting a Quote Pipeline

How to Create a Quote Pipeline

Follow these simple steps to create and customize your Quote Pipeline in Salesmate:

• Go to Your Profile Icon: Click on the profile icon at the top right of the screen.
• Click on Setup: From the dropdown menu, select Setup.
• Navigate to the Quote Module: In the setup menu, click on the Quote module.

• Create a New Pipeline: Under the Pipeline section, select the option to create a new pipeline.

• Enter Pipeline Name: Provide a name for your new pipeline.
• Add Stages (Optional):
  • To add new stages to the pipeline, click on Add New Stage.
  • Enter the name of the stage and choose the Status. If you want to mark the stage as closed, select the "Closed" status.

• Save Your Pipeline: Once you've configured your pipeline and stages, click Save to finalize the setup.

How to Edit or Reorder Quote Pipeline Stages

To edit or reorder the stages in your Quote Pipeline, follow these steps:

• Click on the Edit button.

• • Modify the Pipeline Name
  • Edit the Stage Name and Status
  • Add a new stage by clicking Add New Stage
• Reorder Pipeline stages: Use drag-and-drop to reorder the stages as needed.
• Once the changes are made, a confirmation message will appear, confirming that the updates have been successfully saved.

How to Delete the Custom Module Pipeline

• Click on the Delete option under the Actions of the Pipeline.

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