CRM pipelines and stages

Purpose

Organize stages and visibility before distributing deals to the team.

Before you start#

• Customer Center and 360° view

Step by step#

1. 1

   Open CRM → Settings → Pipelines and use New Pipeline.

2. 2

   Enter a name, description and color; define deal visibility using the screen's options.

3. 3

   Select the profiles/users authorized for the pipeline and save.

4. 4

   In the pipeline, create and order stages using the CRM stage actions.

5. 5

   Configure the outcome types for final stages and Loss Reasons in the corresponding settings.

6. 6

   Open pipeline permissions to review access and visibility exceptions.

7. 7

   Create/open a deal, check the customer, assignee, amount and stage, and record activities.

8. 8

   Use CRM filters and views to monitor progress; after deletion, check Trash and its authorized actions rather than creating a new deal to replace one deleted by mistake.