Creating a new pipeline is intended to help you 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, and select “Layouts”.
- Next, click the "Pipelines" tab.
- Then click “Create new pipeline”.
Next, fill in the following fields. For more details, below is an explanation of each field found in the New Pipeline.
Description:No Feature Name Explanation 1 Pipeline Name Name of the pipeline. 2 Stage Name Name of the stage. 3 Deal Percentage Percentage of the deal in progress. 4 Freeze Stage Check this toggle if deals can no longer be modified once they reach or are moved to a certain stage.
For example:
If a deal is moved to the Done/Won stage, then that deal can no longer be edited.5 Start to rotting in day After this toggle is activated, your Pipeline will remind you about deals that have not been touched during the specified number of days. 6 Start to rotting in time After this toggle is activated, your Pipeline will remind you about deals that have not been touched during the specified duration of time. 7 Add Deal Stage Add a new stage to the deal. 8 Pipeline Team The team members included in one pipeline. 9 Create Pipeline Confirm the creation of the new pipeline.
- The Pipeline you created will then appear on the Deals page as shown below.