Pipelines
Define the stages your deals move through.
Overview
A pipeline is an ordered set of stages. For each stage you set its type, probability, forecast category, exit criteria and how many days before a deal is flagged as rotting. You can have different pipelines for different sales processes.
When to use pipelines
- You change your sales process.
- You add a second product line with its own stages.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Pipelines under Opportunities.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.pipeline.create
- crm.pipeline.read
- crm.pipeline.update