Pipeline Customization

Customize your pipelines to match your workflow.

Accessing Pipeline Settings

Navigate to Settings → CRM to manage pipeline stages.

Deal Stages

Deal stages track your sales process from initial contact to close.

Managing Stages

1. Go to Settings → CRM → Deal Stages
2. Available actions:
   • Add Stage: Click "Add Stage" and enter a name and color
   • Edit Stage: Click on a stage to change its name or color
   • Reorder Stages: Drag and drop stages to change their order
   • Delete Stage: Remove a stage (deals will be moved to another stage)

Default Stages

• New
• Discovery
• Proposal
• Won
• In Progress
• Delivered

Lead Stages

Lead stages help qualify prospects before they become deals.

Managing Stages

1. Go to Settings → CRM → Lead Stages
2. Create custom stages like:
   • New Lead
   • Contacted
   • Qualified
   • Converted
   • Lost

Project Stages

Track project progress with custom stages.

Managing Stages

1. Go to Settings → CRM → Project Stages
2. Configure stages such as:
   • Planning
   • In Progress
   • Review
   • Completed

Lead Temperatures

Configure temperature categories to qualify leads:

1. Go to Settings → CRM → Lead Temperatures
2. Create temperatures like Hot, Warm, Cold with colors

Best Practices

• Keep stage names short and clear
• Use colors to quickly identify stages
• Limit stages to 5-7 for easier management
• Review and adjust stages as your process evolves