How to create a new sales pipeline?
A Sales Pipeline is an organized, visual way of tracking multiple potential buyers as they progress through different stages in the purchasing process. A sales
Updated 1 min read
A Sales Pipeline is an organized, visual way of tracking multiple potential buyers as they progress through different stages in the purchasing process.
A sales pipeline can help you visualize your sales process. It will show you where in the sales funnel all your deals are, where deals are stalling and which sales activities are bringing in the most revenue.
To create a new sales pipeline in Agiled
- Go to Settings from the side navigation and then click on CRM Settings.
- From the CRM settings go to Pipeline Tab. You will be able to see all the pipelines you have created.
- In the add new pipeline section, add the new pipeline name and click on the Save button. A new Pipeline will be created.
Please watch the video to see this tutorial in action.
After you have created a pipeline, the next step is to add Pipeline stages.
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