Pipeline Basics

A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.

In this article, we will learn how to create multiple pipelines, what a pipeline consists of, how to use different display modes, and how to search for deals.

Сreating a Pipeline

Go to the "CRM" section and click Start to activate the CRM service.

You can create multiple pipelines and distribute business tasks. For example, maintain pipelines separately for each country with a separate currency, or set up sales stages for different areas of services or goods.

For each individual pipeline, you can create deals, deal stages, and customize the settings: rename the pipeline, set a default team member to be responsible for new deals, choose a currency, and customize deal attributes.

To add an additional pipeline, in the left panel, click Add pipeline.

Enter your pipeline name, and choose the icon color.

Modes of Displaying Deals

You can choose how the deals will be displayed: as cards on a kanban board or in a list view.

Learn more: How to Work with Deals.

Kanban Board

A Kanban board is the board on which deal cards are added and moved around. You manage them by dragging them from one stage of the deal to another.

Kanban boards help you visualize your work with clients, where each deal on the board is displayed in a column with a specific stage.

To transfer a deal, hover over it and drag it to a different stage or position.

List View

List - display deals as a list. With this display, you can select several specific deals or all of the deals on the page to perform bulk actions.

The columns display the name, contact details,team member responsible for communicating with this lead, cost of the deal, source, and the date you issued the deal.

You can hide or display deal fields in the "List" deal display mode. To do this, click on the three dots in the upper right corner of the list and select the required fields.

Calendar

Calendar is a mode that allows you to present your tasks in a calendar. With its help, you can view all of your tasks and their due dates in the calendar.

Read more: How to Work with the Calendar.

Deal Stages

Deal stage is the name of the specific stage of your work with a particular client or segment.

By default, three stages are created for deals: "New", "In progress," and "Pending approval." You can also add your own stages that correspond to your stages of work with the client. For example, you can add the stages "Pending payment," "Paid," "Ready to ship," and so on.

To add a new stage, click + Add deal stage, enter a name and select a color.

To swap the stages of the pipeline, hold down the column header and drag it to another place.

To delete a deal stage, you first need to remove all of the deals from that status, move them to another stage, or delete them.

Filter by Deals

You can filter the list of deals that will be displayed on the screen.

To do this, go to the "Deals" section, click Filter, and select filter conditions.

You can filter deals by time period, stage, assigned team member, contact details (first name, last name, email address, phone number), currency, deal cost, and source.

Customizing a Pipeline

Select your pipeline and click Settings.

In the "General" tab, you can change the name of the pipeline, choose a person to be assigned automatic deals by default, or set the default pipeline currency.

In the "Fields" tab, you can change the fields for your deals or create new ones.

Last Updated: 29.10.2022