Add a 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 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 add your own stages.
- A new Pipeline will be created. You can start adding deals to it.
Note: You need to have CRM Admin rights to access CRM Settings.