Pipeline Basics

A CRM sales funnel is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.

Modes of Displaying Deals

You can choose how the deals will be displayed: as cards on a kanban board or in a list view.

Kanban Board

A Kanban board is the board on which deal cards are added and moved around. You manage them by dragging them from one stage of the deal to another.

Kanban boards help you visualize your work with clients, where each deal on the board is displayed in a column with a specific stage.

To transfer a deal, hover over it and drag it to a different stage or position.

List View

List - display deals as a list. With this display, you can select several specific deals or all of the deals on the page to perform bulk actions.

The columns display the name, contact details,team member responsible for communicating with this lead, cost of the deal, source, and the date you issued the deal.

Deal Stages

Deal stage is the name of the specific stage of your work with a particular client or segment.

By default, three stages are created for deals: "New", "In progress," and "Pending approval." You can also add your own stages that correspond to your stages of work with the client. For example, you can add the stages "Pending payment," "Paid," "Ready to ship," and so on.

To add a new stage, click + Add deal stage, enter a name and select a color.

To swap the stages of the pipeline, hold down the column header and drag it to another place.

To delete a deal stage, you first need to remove all of the deals from that status, move them to another stage, or delete them.

Filter by Deals

You can filter the list of deals that will be displayed on the screen.

To do this, go to the "Deals" section, click Filter, and select filter conditions.

You can filter deals by time period, stage, assigned team member, contact details (first name, last name, email address, phone number), currency, deal cost, and source.

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