This article will cover the following topics:
- How to Change the Name of a Pipeline
- How to add a new step to a Pipeline
- How to modify a step in a Pipeline
- How to add velocity to a Pipeline step
- How to add a document to a sales step
Pipelines hold the steps/stages of your sales process (or any process). Pipelines can be used for the pre-sales process, sales process, post-sales process, implementation process, fulfilment process, customer services process, new hire process and so much more.
Pipeliner provides a default Pipeline to get you started. This pipeline can be modified or added to.
Please read "Understanding terminology for the Admin User".
Access 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 the "Pipelines Menu" and then click on the Pipeline you want to work with. If you had a Pipeliner trial space, there will be two pipelines. The default pipeline that you need to select is the one named “Sales Pipeline”.
NOTE: It’s important to use this “Sales Pipeline” pipeline as your first process as it is the default pipeline for all new users and it is not possible to change the default pipeline. This is not a problem as you can completely change the name, stages, velocity and even the colour of your pipeline to suit your business needs.
NOTE: If you did not have a trial, you may have a single pipeline named “Default Pipeline”. If so, choose this one to change to be your first process ⤵
How to Change the Name of a Pipeline
Click into Pipeline Name and edit the current name and click on Save. Modify the colour that will represent that Pipeline by selecting the desired colour. Click "Save" ⤵
How to add a new step to a Pipeline
Click the "Add Sales Steps" button. Type in the Name of the Step. Type in the percentage that would represent the probability of closure, or Weighting, for that stage of the process. Click "Add" ⤵
You can change the order of your steps by dragging and dropping ⤵
How to modify a step in a Pipeline
You can modify the stages/steps of the pipeline including:
- Change the name of the step
- Select a different Probability of Closure percentage (this is known as the Weighting)
Click the "Pencil" icon to the right of the step you wish to modify ⤵
The "Edit Sales Step" dialogue box appears. Update the name of the step and/or the probability and then click "Modify" ⤵
How to add velocity to a Pipeline step
Velocity represents the maximum number of days you might expect an average opportunity to spend in this step of the process before moving to the next step. You can enable Velocity for each individual step (or for none at all). Turn Velocity on if it is not on already.
Click the red box with the “X” in it next to Velocity to turn it "ON" and it will turn green with a checkmark ⤵
Enter the number of days and click "Modify" to save your changes ⤵
How to add a document to a sales step
Scroll down the "Edit Sales Step" dialogue box until the Sales Step Documents section is in view ⤵
Click on "Click here to upload" and then select "Upload" to search for and select the file you wish to be available for the team from that individual pipeline step in the Pipeline.
What types of the file would I link here? A brochure, your sales presentation, guidance on overcoming price objections, product information, competitor details — you can link any file that is a useful resource for your users to refer to when opportunities reach a specific stage of your process.
NOTE: You can link more than one document to a step at the same time by using Ctrl-Click to make multiple selections.
When you've added all files, click "Modify" and then click "Save".
Now your users will be able to access the file from each sales step when they are working on their opportunities in Pipeliner ⤵
NOTE: Custom User Roles is only available in Enterprise Tier. Unlimited number of Pipelines, Custom Fields per Pipeline Stage (Sales Actions) and Custom Activities based on the Pipeline Stage (step) Sales Activities are available in the Business and Enterprise Tiers.