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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Set up your Sales Pipeline
Setting up your sales pipeline is an important step in system customisation, so it works perfectly for you. Whether you want to add certain checkpoints in your customer acquisition process or simply want to rename the pipeline stages, so they match the definitions your business uses, the steps are easy.
Head to the main menu and scroll down to Admin. Then select Settings and finally Opportunity Settings.
To edit the sales pipeline, select Stage. Then click to add, edit or delete items in the list. Make sure you tick the Active box to ensure your choices are visible for selection throughout the system (untick this box to hide choices).
We’ve made a training video on this process so if you’re stuck, watch it below.
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