Step-by-Step Guide to Creating and Customizing a New Sales Pipeline

BizCRM App

Navigate to the Lead Settings section on the left sidebar.
Locate the Add New Pipeline button at the top right of the Pipeline card layout.
Click on the Add New Pipeline button to initiate the creation process.
A form will appear, prompting you to enter details for your new pipeline, such as:
- Pipeline Name: Specify a unique name for your pipeline.
- Deal Stages: Define the stages involved in your pipeline.
Fill in the required fields and review your entries for accuracy.
Once completed, click Save to finalize the creation of your new pipeline.

This action will help you manage your sales processes effectively.

Click on the highlighted "Name" field within the "Add New Pipeline" dialog.
Type the desired name for your new pipeline. This field is mandatory, indicated by the asterisk (*).
Ensure the name is descriptive to help identify the pipeline's purpose easily.
After entering the name, you can proceed to fill in other fields like "Label Color" to customize your pipeline further.
Review your entries before saving to ensure all required information is complete.

Locate the "Label Color" field in the "Add New Pipeline" dialog box.
Click on the color picker icon located on the right side of the "Label Color" input area.
A color selection palette will appear, allowing you to choose a color for your label.
Select your desired color by clicking on it. The hex code will automatically populate in the input field.
Ensure the selected color meets your visual preferences for better organization.
After selecting, proceed to fill in other required fields before saving your changes.

After entering the required information in the form, locate the "Save" button at the bottom right of the dialog box.
Ensure that all mandatory fields, such as Label Color, are filled out correctly.
Click on the "Save" button to confirm your changes. This action will save the information you have entered.
If you wish to exit without saving, you can click the "Close" button instead.
Once saved, you may see a confirmation message indicating that your changes have been successfully recorded.

Click on the dropdown menu labeled "Pipeline" in the Add New Deal Stage section.
A list of available pipelines will appear; you can scroll through the options.
Select "Sales Pipeline" or any other relevant pipeline from the list.
Ensure that you choose the correct pipeline as it will affect the deal stage settings.
After selection, proceed to fill in the "Deal Stage" field with the appropriate information related to your selected pipeline.

This step is crucial for organizing your deals effectively.

Click on the highlighted "Deal Stage" field to initiate input.
Type the desired title for the deal stage, ensuring it accurately reflects the stage's purpose (e.g., "For Accept Proposal").
Review the adjacent fields:
- Pipeline: Select the relevant pipeline from the dropdown.
- Label Color: Choose a color to visually categorize the deal stage.
Ensure all required fields marked with an asterisk (*) are filled before proceeding.
Once completed, click the "Close" button to save your changes.

Locate the "Label Color" section in the form.
Click on the color picker icon next to the text field displaying the current color code (e.g., #16813D).
A color selection palette will appear, allowing you to choose a new color.
Hover over the desired color and click to select it.
The selected color will update in the text field.
Ensure to click "Save" to apply your changes before closing the dialog.

This will help you customize the label color effectively.

Locate the Save button at the bottom right of the dialog box.
Ensure all required fields, such as Deal Stage and Label Color, are filled out correctly.
Click the Save button to confirm your entries and apply the changes.
After saving, you may see a confirmation message indicating that your changes have been successfully saved.
If you need to make further adjustments, you can reopen the dialog by clicking on the relevant section again.