Configure your sales pipeline
On this page
Plan your stages
Write down the steps a sales opportunity moves through at your business. A simple starting point is New Enquiry, Qualified, Quote Sent, and Won. Use names your sales team already understands.
Configure the pipeline
- Go to Sales Management → Config → Pipeline.
- Under Your Pipelines, choose the pipeline to edit or select New Pipeline.
- Check the Pipeline Name. Under Pipeline Stages, select Add Stage and enter a Stage Name for each step you need.
- Put the stages in the order your team uses them and select Save Configuration.
Verify the pipeline
Open the sales pipeline and confirm the stages appear in the order you saved. Move a test opportunity through the stages your team uses most often. Then set up lead assignment if you want to route new enquiries automatically.