Pipelines
Pipelines can be configured in the system to organize and assign leads at scale. It’s a great tool to help users
prioritize the right tasks, make follow-ups and never leave any client unattended.
Even though pipelines are great to handle sales enquiries, they can also be used for other purposes thanks to it’s
dynamic configuration options.
Open the administration interface
The administration interface may not be available to all users. Certain users may also have restricted access to only
certain features. If the below steps are not applicable to you, please consult your administrator.
1. Click on the ⚙️Admin button in the main menu.
2. In the Deals section, click Pipelines.
Switching between pipelines
You can have multiple pipelines configured on your system. Use the dropdown menu on the top right hand side to switch
between different pipelines.
Creating a new pipeline
Click on the ➕New button and enter the name of the pipeline, then press 💾Save. Next you’ll need to create stages within
the pipeline, which deals will be divided into. We recommend to have at least three (3) stages per pipeline. You can
create a new stage by pressing on the ➕Stage button.
Updating a pipeline
To make changes to an existing pipeline, ensure you have switched to the pipeline you want to update, then press ✏️Edit.
Deleting a pipeline
To delete an existing pipeline, ensure you have switched to the pipeline you want to delete, then press 🗑️Delete. If any
deals already exist in the pipeline, you will be given an option to have them trashed or moved to a different pipeline.