FAQs in this section
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
Can I restore a deleted pipeline?
Can I delete a sales stage?
What are the limitations of custom stage names?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
What changes are allowed in the Standard pipeline?
What are the benefits of having multiple sales pipelines?
Can I get a demo of V8?
What are Playbooks?
What is Vtiger’s Field Sales feature?
What is Vtiger Field Sales app?
What is Beat?
What is Beat Plan?
What is Live Tracking?
What is Routing?
What is Beat Insights?
What are the two types of analytics in Beat Insights?
What are the benefits of the Fields Sales app?
Who can create Beat plans in Vtiger Field Sales?
Who can access Beat plans?
How do you create a Beat?
How do you add a Beat for an individual?
How do you create a Beat plan?
What actions can be performed when a sales agent logs in to the Field Sales app?
What do you mean by Order Analytics?
What do you mean by Visit Analytics?
Can I sell my product or service online using Vtiger Field Sales App?
Can I conduct Quality Audit using Vtiger Field Sales App?
What are Deal Recommendations in Vtiger CRM?
What is the purpose of Deal Recommendations in Vtiger CRM?
What are the components of Deal Recommendations in Vtiger CRM?
What is Deal Score in Deal Recommendations?
What is the Predicted Close Date in Deal Recommendations?
What is the Engagement Score in Deal Recommendations?
What is the Sentiment Score in Deal Recommendations?
What is Conversation Timeline in Deal Recommendations?
How are Conversation Timelines categorized in Deal Recommendations?
Explain the By Channel Conversation Timeline categorization.
Explain By Category Conversation Timeline categorization.
Explain By Sentiment Conversation Timeline categorization.
What is Touchpoint Summary in Deal Recommendations?
What is Touchpoint Summary in Deal Recommendations based on?
Who is an Influencer in Deal Recommendations?
Who is a Decision Maker in Deal Recommendations?
List the benefits of Deal Recommendations?
What is Natural Language Processing (NLP) in Deal Recommendations?
How do I access Deal Recommendations in Vtiger CRM?
What is the purpose of Mandatory toggle?
What is the purpose of Mandatory toggle?
What is the Take Signature option while Selecting Actions?
What is the Field Sales Mobile app?
What are the features and functions of the Field Sales Mobile app?
Explain the Field Sales module in Vtiger CRM.
What can Field Sales agents do when they login to the Vtiger CRM?
What can admins do in the CRM?
What are the benefits of the Field Sales mobile app for sales reps?
What are the benefits of the Field Sales mobile app for business?
What is Marking Leaves in Field Sales mobile app?
What is Visiting Head office in Field Sales mobile app?
What is Working Jointly in Field Sales mobile app?
What are the steps to Start a Route in Field Sales mobile app?
What are the steps to create a leave in the CRM?
How do I create a Head Office meetup event using the mobile app?
What are the steps for Joint working in the mobile app?
What are the steps to add a new outlet in the mobile app?
How do I create a new pipeline?
Table of Contents
Creating a Sales Pipeline
You can add or remove a sales pipeline only if you have administrative privileges.
Follow these steps to create a new sales pipeline:
To know more about the Sales pipeline, click here.
You can add or remove a sales pipeline only if you have administrative privileges.
Follow these steps to create a new sales pipeline:
- Log in to your CRM account.
- Click User Menu on the top right corner.
- Click Settings.
- Click Marketing & Sales.
- Click Pipelines & Stages.
- Click Add Pipeline.
- Fill in 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.
- Click Add Sales Stage to add a new stage in the Sales Stage block.
- Fill in the following fields in the pop-up:
- 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.)
- Click Save to add the new sales stage to the pipeline.
- Rearrange the values to suit your business’ sales process by dragging and dropping them.
- Click Save.
To know more about the Sales pipeline, click here.
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