Pipeline Management In Saleswith : Saleswith

Pipeline Management In Saleswith Print

Created by: Stefania Rossi

Modified on: Mon, 9 Dec, 2019 at 5:01 PM

The Deals view is the most important view in Saleswith.

It's where you'll find the visual Sales Pipeline:

When you create a deal, you can decide its place in the pipeline.

Drag and drop the deal cards across the pipeline stages as you and your clients move to the next steps.

Customizing Your Pipeline

There are 2 stages on the Pipeline that are pre-set and cannot be changed: Won and Lost.

You can customize every other stage.

Go to Account settings>Stages to add, edit and delete the pipeline stages:

You can also quickly edit your stages from the Deals view:

Stefania is the author of this solution article.

Did you find it helpful? Yes No

Pipeline Management In Saleswith Print