* Available to Admins or Authorized Users *
Onpipeline comes with a standard Sales Pipeline. You are free customize the number of stages in your pipeline and each title of those stages according to your customers’ buying process.
You can also set up multiple pipelines with their own stages and optionally reserve them for a specific Team.
You are free to add unlimited pipelines if it makes sense in your business, or it meets Teams’ needs. Using different pipelines might help if you want to use a Pipeline in different language.
Add, rename or remove a stage
When you remove a stage you will be prompted to choose a stage where to move the deals. As you can add stages only at the bottom of the pipeline, re-ordering a pipeline that you are already using might require some work. If you want to add a stage in the middle: 1) add the new stage; 2) create new stages after the new one; 3) delete the stages before and move the deals to the proper stage.
When you setup a Pipeline you can choose whether to reserve that Pipeline for a specific Team. When you choose to reserve for a Team only that Team’s members and Admins will see the Pipeline.
Important – If you delete a Pipeline all its content will be deleted.
Adding fields to the deal card in Pipeline view
Info about deal card customization.