Pipeline Basics

A CRM sales pipeline 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.

In this article, we will learn how to create multiple pipelines, what a pipeline consists of, how to use different display modes, and how to search for deals.

Сreating a Pipeline

Go to the "CRM" section and click Start to activate the CRM service.

You can create multiple pipelines and distribute business tasks. For example, maintain pipelines separately for each country with a separate currency, or set up sales stages for different areas of services or goods.

For each individual pipeline, you can create deals, deal stages, and customize the settings: rename the pipeline, set a default team member to be responsible for new deals, choose a currency, and customize deal attributes.

To add an additional pipeline, in the left panel, click Add pipeline.

Enter your pipeline name, and choose the icon color.

Creating a Deal

Click Add deal. Enter a deal name, assign a team member, and select a deal closing date, a contact, and other necessary data.

Learn more: How to Work with Deals.

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.

You can hide or display deal fields in the "List" deal display mode. To do this, click on the three dots in the upper right corner of the list and select the required fields.

Calendar

Calendar is a mode that allows you to present your tasks in a calendar. With its help, you can view all of your tasks and their due dates in the calendar.

Read more: How to Work with the Calendar.

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.

Automated Deal Closing

You can set a timeframe during which a deal will remain within a specific stage. Specify a number of days — your deal closing date will be updated based on this timeframe.

To do this, click the three dots next to a deal stage, and click Edit.

Turn on the “Deal closing timeframe” toggle, select a number of days, and click Save.

If a deal does not have a closing date or has a different closing date, then after moving to a new stage, it will automatically adjust this date based on the timeframe specified in its stage settings. For example, if you set a 4-day closing timeframe for a deal without a closing date and move it to another stage on 1/12/2024 at 12:00 PM, its closing date will be automatically set to 4/12/2024 at 12:00 PM.

You can edit your deal closing date and set a new one.

Filter by Deals

You can filter the deals displayed on the Kanban board.

To do this, click “Filter” and select the necessary filter criteria.

Filter Criteria

You can filter your deals by the following parameters:

• date created: specify a time period, or select the "Last ... days" option;
• stage: select one or more deal stages;
• team member: select one or more team members assigned to your deal;
• first name, last name, email address, and phone number: enter contact details;
• amount and currency: enter the "from" and "to" amount range, and select a currency;
• source: select the source using which your deal was created (chatbot, subscription form, landing page, Automation360, payments, API, integration, or manually);
• deal type: select a deal type (sale, sale of goods, sale of products, sale of services, resale, service maintenance, or other);
• closing date: choose a deal end date (without date, expired, in a day, in a week, or in a month).

You can also filter your deals by the fields you created for them.

If not all deal filter fields are displayed, click "Change filter fields," and select the filters you want to display.

Quick Access to Saved Filter Criteria

You can also save frequently used filters to reduce the time it takes to find the deals you need. To do this, select your filter criteria, click Select, and go to the page with the filtered data.

Click Save filter, and save your filter settings. Add a filter name to be able to quickly find it in the list.

To use your saved filter settings, go to “Filter” > “Saved filters” and select a filter.

Customizing a Pipeline

Select your pipeline and click Settings.

General Settings

In the "General" tab, you can change the name of the pipeline, choose a person to be assigned automatic deals by default, or set the default pipeline currency.

Adding Deals by Payment Status

Select the pipeline stage to which you want to add deals based on payment status:

Read also: Sources of Automatically Added Deals: Payments.

By default, if you do not select a pipeline status, all deals will be added to the first stage of your pipeline.

You can learn more about the status of initiated payments in your account settings in the "Accept payments" tab.

Pipeline Attributes

In the "Fields" tab, you can change the fields for your deals or create new ones.

Last Updated: 04.12.2023