Set up sales pipelines

A pipeline is how a kind of business moves from first contact to won or lost, as stages in order. Your organization can have several, for example new business and renewals.

Prerequisites#

• The Admin role.
• More than one pipeline needs the Professional edition of Rolodex ONE. See Plans and features.

Change a pipeline#

1. In the menu, under Administration, select Business rules.

2. Under Sales pipelines, choose the Pipeline.

3. Set the following:

   Field	Description
   Name	Required.
   In use	Turn off to hide the pipeline.
   Starts from leads	Shows open leads in the first column of its board, to qualify into a stage.
   Stage	Each stage's name.
   Means	Still open, Won or Lost.

4. Use the arrows to put the stages in order, Add stage to add one, and the remove button to remove one.

5. Select Save pipeline.

A stage that still holds opportunities can't be removed.

Add or delete a pipeline#

• To add one, choose New pipeline in Pipeline, set it up, and then select Save pipeline.
• To delete one, choose it, and then select Delete pipeline.

Next steps#

• Set up leads