The way you sell is set out in a pipeline template: the stages a deal goes through and the tasks in each. Its editor is now a chart. Open it from Manage CRM > Pipeline templates, and press Stages on a template.
- Each stage is a card on the chart, with its number, and the lines show where a deal goes next.
- The + on a stage offers what can come next: Add a new stage, Make a branch to a new stage, or Connect to an existing stage.
- A new stage appears at once, named New stage, with Undo beside it. Press a stage to open its window: its name, description, wait days and tasks.
- Drag from a + to a later stage to connect the two, or to an empty space to make a new stage.
- A template has two tabs, Stages and Products, and Save template keeps all of it together.
Branches
Not every sale goes the same way. After a first meeting, one customer wants a proposal and another wants a trial. A stage may now lead to two or more stages, each line with its own words, such as Wants a proposal or Wants a trial.
- A deal at a branch asks which way it goes, with one button for each way.
- The ways it did not take read Not taken, so you can see the road each deal took.
- A straight pipeline stays straight: nothing changes for a template without branches, and the New pipeline wizard still makes straight ones.
Also
- The template picker in Start a deal, and each deal on a card, show the template as a small chart, so its stages are seen at a glance.
- One person edits a chart at a time. A colleague who opens it meanwhile can read it and sees who is editing; it is free again when that person closes it or has been away for a while.
- On a phone the chart is a list.