The Pipeline holds the steps and stages of a process. Pipeliner can be used for the pre-sales process, sales process, post-sales process, implementation process, fulfillment process, customer services process, new hire process and so much more.
To understand this terminology better, read Understanding Terminology for the Admin User.
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner:
NOTE: Only Administrators will see the Administration menu
Select "Pipelines" in the menu:
How to Add another Pipeline to your Pipeliner
- Click the "Add New Pipeline" button. Type in the name of your Pipeline
- The Names of the Steps you want in your Pipeline — Pipeline requires at least 3 steps
- The Probability of Closure for each step
- Click "Save"
You can make additional modifications to your new pipeline at any time, such as:
- Add more steps
- Reorder steps
- Add Sales Activities
- Add or modify Probability of Closure
- Or other modifications
This article will help you manage your Pipeliner and understand how to make modifications to the Pipeline.
How the End User and the Admin can switch views from one Pipeline to another
From within the Pipeliner App, view what your users will see. Use the double gears in the upper right to open the power panel:
Next to the Current Pipeline, select the drop down to choose the Pipeline you want to see. Select the Pipeline:
Here is the Example of the newly created Pipeline: