Sign In
  • Logout
    Home  >   Articles   >  Marketing & Sales - Pipelines and Stages
    Articles in this section
    Authenticate Emails with SPF, DKIM, and SenderID Auto-forwarding your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Automation - Webforms Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configure Encrypted data fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Inventory - Payments and Subscriptions Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality in Different Scenarios Manage Multiple Currencies Marketing & Sales - Forecast and Quota Settings Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering My Preferences My Preferences - Calendar Settings My Preferences - My Tags My Preferences - Notification Preferences SAML Support in Vtiger CRM Set up Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Unsubscribe your Email User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Websense - Trackers Websense - Widgets Configuring Dependent Fields and Blocks for Modules Formula Fields Creating Custom Filters Customizing your Self-Service Portal Theme Using CSS Styles Module Management - Modules Duplicate Prevention in Modules Automation - SMS Reply Actions Module Management - Module Layouts & Fields Configuring 2-Step Verification & Creating App-Specific Password Settings - Personalize Module Layouts Configuration - Storage Guard Adding a local DNS Entry Adding Additional Hidden Fields to a Webform

    Marketing & Sales - Pipelines and Stages

    Learn how to set up your sales pipelines and the benefits of having multiple pipelines.
    R
    Ruba
    10 Jun, 2022 - Updated 9 months ago
    Table of Contents

     Introduction

    A sales pipeline represents different stages in a sale that a deal moves through, from initiation to closure. 

     

    For example, a company that sells audio equipment may have the following sales stages for selling Loudspeakers: New, Qualification, Value Proposition, Negotiation, and Closed.

     

    Need for multiple sales pipelines

    Different businesses follow different sales cycles, and this raises the need for having multiple sales pipelines. Also, every stage in a pipeline has a specific set of work items. This is why Vtiger CRM allows you to create multiple pipelines and customize them based on product lines, deal size, or customer type. 

    For example, a company can have separate pipelines for selling headphones and home theatre systems. It can also have two different pipelines for its large and small customers.

     

    Benefits of multiple pipelines

    The benefits of creating multiple sales pipelines are:

    • Tailored sales cycle based on the type of selling
    • Customized sales activities based on the pipeline type
    • Organization of sales teams based on the pipeline type, with incentives structured around the pipeline type
    • Listing of deals based on the pipeline type, making it easy for sales teams to view the deals relevant to them

    Feature Availability 

     

    Sales Starter

    Sales Professional

    Sales Enterprise

    All-in-One Professional

    All-in-One Enterprise

    Feature Availability

    Multiple Sales Pipelines

    		  

    -

    		  

    ✓

    		  

    ✓

    		  

    ✓

    		  

    ✓

      

    Standard Pipeline and Stages

    Vtiger CRM provides you with a default Standard pipeline that can be customized by adding or deleting sales stages, to suit the sales process of your business. The pipeline cannot be deleted since there must be at least one pipeline to map to the sales process. 

     

    The Standard pipeline comes with default stages and probabilities.

     

    Sales Stage

    Probability

    New 

    5%

    Qualification

    20%

    Need Analysis

    30%

    Value Proposition

    40%

    Negotiation

    70%

    Ready to Close

    90%

    Closed

    100%
     

    Note:

    • Probability represents the progress of a deal.
    • You cannot remove the default closed states (Closed Won and Closed Lost) from a pipeline.

    Creating a Pipeline

    Follow these steps to create a sales pipeline:

    1. Log in to your CRM account.
    2. Click the User Menu on the top right corner of the screen.
    3. Click Settings.
    4. Look for the Marketing & Sales section.
    5. Select Pipeline & Stages.
    6. Click the +Add Pipeline button.
    7. Fill out the following fields in the Create Pipeline block:
    • Pipeline Name -Name of the pipeline.
    • Pipeline can be assigned by - Enter or Select Roles that are allowed to assign the pipeline.
    • Description - A short description of the pipeline.

    You can use the default stages for the new pipeline or add new stages.

    1. Click the +Add Sales Stage button in the Sales Stage block.
    2. Fill out the following fields.
    • Sales Stage - Name of the sales stage
    • Probability - Percentage value for the sales stage
    • Sales stage can be assigned by - Roles that are allowed to assign the sales stage
    • Select Color - Choose a color to highlight the sales stage. (You can choose a custom color.)
    1. Click Save to add the new sales stage to the pipeline.
    2. Rearrange the values to suit your business’ sales process by dragging and dropping them. 
    3. Click Save to add the new pipeline to CRM.
     

    Note:

    • Every pipeline must have at least one non-closed state to close a deal.
    • The order of the sales stage reflects in the Sales Stage field drop-down, Progression Bar, Sales Insights, and Kanban View.
    • The sales stages can be arranged alphabetically. 
    • Only custom closed states can be removed from a pipeline. 
    • When there are multiple pipelines, the sales team members can choose a pipeline when creating or editing a deal.

    Using Pipelines 

    Let us learn about the areas where sales pipelines are used in Vtiger CRM.

     

     

    • Moving a deal to a different pipeline: There might arise a need to move one or more deals to a different pipeline for better compliance with the sales cycle. You can do this from Deal Journey View and select the new sales stage and probability value for a deal.
      • When a deal is associated with a pipeline, the time spent by the deal in each sales stage of the pipeline is recorded. To move the deal to another pipeline, you must map the time spent in the sales stages of the current pipeline to sales stages in the new pipeline. 
     

    To learn more about moving a deal to a different pipeline, click here.

     

    Note: In the case where the current and target sales stages have the same names, time spent in the current stage is mapped automatically to the target stage.

     

    • Kanban View: Pipelines and pipeline stages are available as filters in the Kanban View for the Deals module.  
      • What can you do in the Kanban View

    In the Kanban View, you can move a deal from one sales stage to another with a drag-and-drop action. Also, you can move a deal from its current stage to Closed Won, Closed Lost, or to another pipeline.
     

    • Sales Insights: Pipelines and pipeline stages are available as filters in Sales Insights.
    • List View: Default lists such as ‘My Deals’, ‘All Deals’, and ‘Deals Shared With Me’ in Vtiger have Pipeline as a default column. 
      • Pipeline and Sales Stage can be added as columns in custom lists.

     

    Note: Pipelines and sales stages are available in Vtiger CRM's mobile app.

     

    Limitations

    1. Picklist dependency between Pipeline and Stages does not work in:
     
    1. The default values for Probability in pipelines are not available in:
    • Webforms
    • Web services
    • Gmail plug-in
    • Workflows’ Create Record action
    • Vtiger 360
      

     

    Was this article helpful?
    1  out of  1  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2022 Vtiger. All rights reserved.
    Powered by Vtiger