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How do I set up a sales pipeline?

On the Pipeline screen, type the stages in order with their Stage Type and Probablity, then add one Stage Rules line, with Allowed ticked, for every move a lead may make.

Screen
Pipeline (CRPI). It is not on the CRM menu as shipped and has to be added to one first
Who
The CRM administrator
Takes effect
On save, for every lead on this pipeline
Needs first
User tags on the users, only if rules are to differ by user

Steps​

  1. Open Pipeline and press New. Type the Pipeline code, for example PROJ, and the Name, Project sales. Create.
  2. On Basic Data, add one line per stage in order. For example: Prospect (Open, 10), Qualified (Open, 25), Proposal (Open, 50), Negotiation (Open, 75), Won (Won, 100), Lost (Lost, 0). The middle column is Stage Type, the last Probablity.
  3. On Stage Rules, add the moves you allow. Prospect to Qualified, Qualified to Proposal, Proposal to Negotiation, Negotiation to Won, each with Allowed ticked. Add a line from each open stage to Lost, with Remarks Required ticked if a reason is wanted.
  4. Tick Based on Approval on any move that needs a manager. An approval must also be set up for Request Change Lead Stage.
  5. Decide on the restrictions. Restrict deals from moving backwards stops every backward move. Restrict deals from skipping stages stops skipping on the board only.
  6. Save. It is refused unless exactly one stage is Won and at most one is Lost.

Check it worked​

  • Open Lead, pick the new pipeline: Lead Stage offers its stages in your order.
  • The lead list's board shows one column per stage.

If something looks wrong​

  • "Mark exactly one stage as the Won stage (Stage Type = Won) - it is what a won lead, and every sales figure, is counted from." Give one stage the type Won.
  • Leads cannot be moved with Change Lead Stage: "No stage rule is configured". The Stage Rules line is missing, or its stage names do not match Basic Data exactly.