Pipeline Settings

Define the steps (stages) of your sales pipeline and your customer sources.

Three tabs

1. Pipelines

A pipeline is the name of a type of work. Examples: Sales, Rental, Service.

1. Click New Pipeline.
2. Enter its name.
3. If you turn on Start Cycle, this pipeline appears on the Pipeline Stages screen. Keep it on for pipelines you want to track.

2. Pipeline Stages

The steps of each pipeline.

1. First select which pipeline you’re working on.
2. Add steps with New Stage.
3. Order them with drag and drop. The order shows the direction of progress.

Example (Sales):

1. New
2. Called
3. Interested
4. Quote Sent
5. Closed

3. Contact Sources

A list showing where the customer reached you from: Instagram, Google, Referral, Trade Show, and so on. It’s used in reports to answer “which source brought in more customers”.

How to design a good pipeline

• 4–6 stages are enough for most businesses. Too many stages make it harder to use.
• Stage names should describe the action: “Quote Sent”, “Appointment Booked”.
• Name the final stage clearly. Such as “Closed” or “Sold”. Surveys and Meta and Google notifications are tied to this stage. See Meta Conversions.
• You can add a separate stage (“Lost”) for cancellations and losses.