How to Create a New Deal Pipeline in Qontak

Article author
Learning Center Mekari
  • Updated

Creating a new Pipeline is intended to make it easier for you to categorize the list of Deals that need to be completed. Here are the steps:

  1. Log in to your Qontak account, then select the Settings menu.
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  2. Then click the Customizations submenu, then select “Deals”.
    1.png
  3. Then click “Create new pipeline”.
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  4. Next, fill in the following fields. For more details, below is an explanation of each field in New Pipeline.
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    Details:

    NoFeature NameDescription

    1

    Pipeline NamePipeline name.

    2

    Stage NameStage name.

    3

    Deal PercentagePercentage of ongoing Deals.

    4

    Freeze StageTurn on the following toggle if Deals can no longer be changed when they reach or are moved to a certain Stage.

    For example:
    If a Deal is moved to the Stage Done/Won, the Deal can no longer be edited.

    5

    Start to rotting in dayAfter the toggle is enabled, your Pipeline will remind you about Deals that have not been touched for the specified number of days.

    6

    Start to rotting in timeAfter the toggle is enabled, your Pipeline will remind you about Deals that have not been touched for the specified duration.

    7

    Add Deal StageAdd a new Stage to Deals.

    8

    Pipeline TeamThe team included in one Pipeline.

    9

    Create PipelineConfirm the creation of a new Pipeline. 
  1. The created Pipeline will then appear on the Deals page as follows.
    revamp 3.png

That concludes the guide on how to create a new Deal Pipeline in Qontak.