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.

Editing or Adding Stages to that Pipeline

To add a new stage to an existing Pipeline

  • In 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.

Still need help? Contact Us Contact Us