Pipeline and stage management

  • Pipeline and stage management on deals is representation of sales cycle that helps you organize your prospects.

  • By default Sales pipeline is pre-populated for your organization. You can always add your own custom pipeline from Settings -> General -> Pipelines .

  • By default sales pipeline has stages which can be updated and deleted as per your use. You add new stages to sales pipeline or to any of your own custom pipeline.

  • Pipeline and stage management in only present for deals.

  • On deals show page all stage of pipeline currently in which deal is present are visible.

  • You can update pipeline stage on deal as per deal's progress just by clicking on stage name.

  • Below image show pipeline and stages structure on deal show page.

  • Based on pipeline and stages we have different view for deals. Learn more .

Can't find what you're looking for?