Pipelines

Created by Ezra Weinstein, Modified on Wed, Aug 31, 2022 at 10:02 AM by Ethan Harris

Opportunity Pipelines

Here you will be able to create, organize and manage the pipelines that make up your opportunities section.

If you have not yet visited the "Opportunities" tab in your CRM, we recommend you take a look after this help guide is complete so you become familiar with it.

NOTE: Depending on your user permissions, you may not have access to all of the components.

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!

Create New Pipeline

Let's take this a step further and show you how to create a new pipeline

Pipeline Name

1.
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 "Google Ads, Facebook Ads, Website Leads" etc.
2.
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", "Registered", "Paid" are all pipeline stages that can be used for sales.\
3.
+ Add Stage
When you are ready to add a new stage, you will click this button and name the stage accordingly.\
4.
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.
5.
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.

Actions

1.
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.\
2.
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.\
3.
Delete Stage
You can delete a stage by clicking this garbage can icon.
Once you delete a stage, it will be permanently deleted.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!