Access Applications Menu
Hover over the navigation bar to the left of the dashboard and select ‘Deals’.
Step-By-Step Guide to Creating a New Sales Pipeline
The following guide will walk you through the process of setting up a new sales pipeline in the Deals application. Pipelines can be tailored to different products, services, or teams, enabling a more streamlined and customized sales process.
1. Access My Deals Tab:
On the Deals application interface, find the 'My Deals' tab and click it.
2. Open Pipeline Menu:
At the top right corner of the 'My Deals' tab, click on the 'Pipeline' button. This will bring up a small menu displaying your current pipelines.
Note: Your account will have a default test pipeline.
3. Add a New Pipeline:
At the bottom of the pipeline menu, click on the '+ Add Pipeline' option. This action will open a new menu with a basic 5-step pipeline template.
4. Name Your Pipeline:
In the top-left corner of the new menu, provide a name for your pipeline. This name should be related to the specific product, service, or team that the pipeline is for.
5. Define Pipeline Steps:
Each column in the pipeline represents a stage or step in the sales process. Under the 'Stage Name' field, input the name for each stage. Remember, the name you provide here will appear at the top of each step and is limited to 30 characters.
6. Add or Remove Pipeline Steps:
To add a step in between existing ones, click the '+' icon located between any two steps. For example, clicking the '+' icon between steps 1 and 2 will create a new stage as Step 2. To add a step at the end of the pipeline, click '+ New Stage'. To delete a step, click the red 'Delete' button at the bottom of the respective step.
7. Rearrange Your Stages:
You can easily rearrange the order of the stages. Simply click on the stage you wish to move and drag it to your preferred position in the pipeline.
8. Save Your New Pipeline:
Once you are satisfied with your pipeline setup, click the 'Save' button located in the top-right corner of the screen.
9. Select Your New Pipeline:
After saving, your newly created pipeline will be available in the main menu. Ensure that you select this pipeline before you begin to create new deals within it.