Creating a New Pipeline
The opportunities page will show you what stage your contacts are in depending how you have them tagged and how you have the workflows set up you will be able to edit or add a new pipeline by either selecting create new pipeline or the pencil icon to edit the existing campaigns
If you are going to be adding a new pipeline you will want to name it and then start adding the stages
Pipeline Name
When creating a new pipeline, you want to give them names according to their purpose or the source of the leads. We have pipelines named things like "Pipeline Leads, ACQ Pipeline, DISPO Pipeline" etc.
Stage Name
Pipeline "Stages" are what comprise your entire pipeline. Each stage is a new step in the pipeline process.You will want to name your stages in accordance with the step of the process your lead is in. For example "New lead", "Attention", "Warm Lead" are all pipeline stages that can be used for sales.
+ Add Stage
When you are ready to add a new stage, you will click this button and name the stage accordingly.
Stage Funnel Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard funnel charts for reporting purposes or you can simply hide it.
Stage Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard pie charts for reporting purposes or you can simply hide it.
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Actions
Pipeline Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this pipeline in your CRM dashboard pie charts for reporting purposes or you can simply hide it
Pipeline Funnel Chart: Show/Hide
By clicking this toggle button you can choose whether to show this pipeline **** in your CRM dashboard funnel charts for reporting purposes
- Example of the different stages already in a pipeline
Delete Stage
You can delete a stage by clicking this garbage can icon. Once you delete a stage, it will be permanently deleted.
Pipeline List
You will be able to find all created pipelines here in the pipeline list.
Edit Pipeline
If you need to edit a pipeline, you would click this icon here.
Delete Pipeline
To delete an already-created pipeline, click this icon here. Once you delete a pipeline, it is gone forever!
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