Sales Pipeline
A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer
Last updated
A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer
Last updated
Go to Setting and jump to Pipeline
Click on + New Pipeline button to create pipeline
Enter pipeline, select pipeline for (Lead or Opportunity) and Select Team whose to give access of sales pipeline and click Save
After Creating sales pipeline for Lead or Opportunity its shows in lead and opportunity
You can choose to edit the sales pipeline that you have created.
Make the necessary changes and click Save
Sales pipeline once added can be deleted if no longer necessary
To delete sales pipeline
Give your confirmation in the pop up and the record will be deleted
Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button
Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button
