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Pipeline Settings

Configure your sales pipelines, stages, automations, and transition rules.

Accessing Pipeline Settings

Go to Settings > CRM > Pipeline Settings

Configuring Stages

Each pipeline has a series of stages that leads move through.

Adding a Stage

  1. Click Add Stage
  2. Enter the stage name (e.g., "Qualification", "Proposal Sent")
  3. Choose a color for the stage (used on the pipeline board)
  4. Set the probability % — the likelihood of winning a deal at this stage (used for forecasting)
  5. Click Save

Reordering Stages

Drag stages using the handle on the left to reorder them. The order defines the left-to-right flow on the pipeline board.

Editing or Removing a Stage

  • Click the edit icon on a stage to change its name, color, or probability
  • Click delete to remove a stage (only if no leads are in that stage)
  • Use the toggle to deactivate a stage without deleting it

Advanced Features

These toggles control additional pipeline capabilities:

Multiple Pipelines

When enabled, you can create more than one pipeline. Useful when your organization has different sales processes for different types of deals (see Pipeline for examples).

  • Turn on Multiple Pipelines
  • Click New Pipeline to create additional pipelines
  • Each pipeline has its own stages — configure stages separately for each
  • Set one pipeline as Default — new leads are assigned to this pipeline by default

Stage Automations

When enabled, you can set up automatic actions that trigger when a lead enters or exits a stage.

  • Go to Settings > CRM > Stage Automations to configure
  • Example: Send a notification to the sales manager when a lead enters the "Negotiation" stage

Transition Rules

When enabled, you can define rules for stage transitions — such as requiring certain fields to be filled or requiring manager approval before moving a lead to a specific stage.

  • Go to Settings > CRM > Transition Rules to configure
  • Example: Require "budget" field to be filled before a lead can move from "Discovery" to "Proposal"

Advanced Analytics

Enables detailed pipeline analytics and reporting in the CRM dashboard, such as conversion rates between stages and average time in each stage.