How do I set up a sales pipeline?
In short
Write down the stages a deal goes through at your company and add them in the pipeline settings. HelloCRM's Deals module is free, and a company can have several pipelines with their own stages and fields.
Updated:
Setting up a pipeline
- List the real steps (first contact, needs, quote, negotiation, for example).
- Add them as stages; won and lost are stages of their own.
- Give each stage a probability if you want a forecast.
- Drag deals across the board as they progress.
Tips
- Fewer clear stages beat many blurry ones.
- Reports show time in each stage and stalled deals.
Which module?
Module: Deals (free).
Where is the full guide?
This is the short answer. The longer guide walks through the steps, the pitfalls and the examples:
Questions
How many pipelines can I have?
Two on the free plan; more teams or product lines on a paid plan.