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:
Log in to your Qontak account, then select the Settings menu.
- Then click the Customizations submenu, then select “Deals”.
- Then click “Create new pipeline”.
Next, fill in the following fields. For more details, below is an explanation of each field in New Pipeline.
Details:No Feature Name Description 1
Pipeline Name Pipeline name.
2
Stage Name Stage name.
3
Deal Percentage Percentage of ongoing Deals.
4
Freeze Stage Turn 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 day After 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 time After the toggle is enabled, your Pipeline will remind you about Deals that have not been touched for the specified duration.
7
Add Deal Stage Add a new Stage to Deals.
8
Pipeline Team The team included in one Pipeline.
9
Create Pipeline Confirm the creation of a new Pipeline.
The created Pipeline will then appear on the Deals page as follows.
That concludes the guide on how to create a new Deal Pipeline in Qontak.