Creating a sales pipeline

Creating a sales pipeline

Written by Morgan Nouet
Last update: Wednesday, Jun 12, 2019

A sales pipeline is determined by the training that your company follows for their sales channels. If a sales process or protocol is already in place at your company, it is advised to create the same steps as pipeline tabs in the CRM add-on. A small example of a pipeline (with few tabs) is:

Call > Sending brochure > Sending quote

Each (opportunity) step is associated with a probability, all which allow you to easily filter opportunities by degrees of probability later.

To create your first pipeline, click Settings > Sellsy Add-on > Opportunities.

Select the Pipelines item. The only pipeline in the list is the default pipeline.

When you modify the "default" pipeline, you can see the different steps:

Click Add a pipeline.

In the next window, set your steps and probabilities:

Save your pipeline and set it as the default pipeline.

Now you will find your pipeline in New Opportunities:

You can simply move from step to step and maintain your customer follow-up efficiently.

CRM (Sales Opportunities) unit

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Written by Morgan Nouet.