How do I set up my sales pipeline?

You can customize, create, and order your own sales steps very easily.

How do I set up my pipeline steps?

1. Click your avatar at the top right.

2. Open the Admin panel.

3. Click Sales Process.

4. Click Pipeline Steps.

Expected result: You reach Pipeline Steps, where you can customize, create, and order your own sales steps.

The app comes with four predefined steps but you can delete them, edit them, and create any others as you wish.

You can re-order your steps by moving them with the arrow on their left. When you create a new lead, it will be set as the first step by default.

Important: when you delete a step, all the leads related to that step will go back to the previous step.

Note: when you create your pipeline, you can add default probabilities for each step.

Multiple Pipelines

You can also create multiple sales funnels.

Doing so will help you better plan your sales pipeline.

Pipeline-centric customization

In the Dream edition, you can link pipelines to specific users & teams. More info below.