Add Sales Pipeline
TeamWave comes with a default Pipeline and most commonly followed stages. However, you can add any number of Pipelines to your CRM. Learn more
Adding a New Pipeline
- Navigate to CRM Settings by clicking the Gear icon on the right top
- Click on '+ New Pipeline' button
- Enter Name of the Pipeline and set privacy for that pipeline. Learn more
- You can customise Pipeline Stages by editing Default stages or by adding your own stages.
- A new Pipeline will be created. You can start adding deals to it.
Adding or Editing Stages to the Pipeline
To add a new stage to an existing Pipeline,
- Navigate to CRM Settings > Pipeline tab
- In that Pipeline, click on 'Add New Stage'
- Enter Stage name and Click 'Enter'
To change the order of Stages, you can drag and drop the stage in a pipeline.
Note: You need to have CRM Admin rights to access CRM Settings.