Introduction to Pipeline and Stages
Pipeline
A Pipeline in TeamWave CRM is a simple and visual representation of a sales process. It visualises your sales flow and helps you easily understand where your deals stand in your sales process.
TeamWave comes with a default Pipeline. You can create multiple pipelines and customise sales flow to fit your business needs.
Stages
Stages in a Pipeline are the phases required to sell a product or a service. Stages for Sales processes can vary among organizations, products and services and no one will follow the same process/steps.
TeamWave comes with most commonly followed stages. However, you can always Add and manage Stages in any Pipeline in your CRM.
Get started by Adding a new Pipeline in your CRM.