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Creating custom Pipeline

I'm not able to figure out how to create custom pipelines for different type of services provided by our company.


We want to have different pipelines with custom sales stages.


1 person likes this idea

Hi Jahnel,


You can create new pipelines with custom sales stages. Just click on settings link present in the top right of the CRM page. Once you are in the settings page simply click on Add Pipeline button.


Here you can add custom sales stages. Also you can edit those sales stages later on by clicking on them. This will open a pop-up to edit and update the name of the sales stage.


Please have a look at the following knowledge base solution for more details about CRM app:

http://support.teamwave.com/support/solutions/articles/6000060890-get-started-with-crm


Thanks!



1 person likes this

Thanks for such a quick response. I'll try it out and let you know.

That was super easy!!