CRM pipelines
See a project's sales flow as stages, open leads per stage and adapt the flow per project.
The CRM pipelines page shows the stages of the sales flow with the number of leads per stage. A stage describes where a contact stands in the sale, for example New or Offer. Under the CRM pipelines entry, the sidebar also lists the projects. A click on a project opens its work view, see Work lists.
Anyone with access to the project may view. Edit workflow needs the level ‘Change’ in the project area ‘Flow and outcomes’. The project lead has that. Whoever has the permission ‘Organisation and defaults’ changes the default for the whole organisation.
Terms
| Term | Meaning |
|---|---|
| Stage | Where a contact stands in the sale, for example New, Intro call, Won, Lost. |
| Sub-stage (status) | What is currently pending in the stage, for example ‘Callback agreed’ or ‘Quote sent’. |
| Area | Sales is the selling. After closing is the care after winning, such as onboarding. |
| Closing | Stages with a quote meeting or quote. Opportunities in these stages count in Finance and in the forecast. |
How a contact gets from stage to stage is described under Log a lead. Which documentation entry (which outcome) leads to which stage is set in the settings under Sales → Sales flow, in the tree of stage, substage and documentation entry. See Sales flow.
View stages and leads
At the top right, choose the Project. All projects counts the leads from all projects you have access to. Stages with the same name are added together.
On the left are the stages with the number of leads and sub-stages. Click a stage.
On the right, the leads of the stage appear. With Search leads in this stage you search by name, company, email or phone. With Sort leads you choose Newest first, Oldest first or Next due. Filter by assignee shows All assignees, My leads or Unassigned.
A click on a lead opens it in the work view of its project.
Change a project's flow
A project first uses the organisation default. As soon as you save something there, the project gets its own flow. Other projects and the default stay unchanged.
Choose the project (not ‘All projects’) and click Edit workflow. If you are on ‘All projects’, you choose the project in the selection field. Projects you may not change are locked there.
Drag a stage by the handle to change the order. With the keyboard, you move the focused handle with the up or down arrow.
Click a stage to edit it:
- Stage name,
- Area (Sales or After closing),
- Closing (No closing or quote meeting or quote respectively),
- Sub-stage with the plus, to add intermediate states,
- Remove stage. This only saves if no leads are left in the stage or sub-stage.
With Add stage you create a new stage. It lands before ‘Won’.
Click Save process. Without a change, the button is grey.
These rules apply:
- The core stages (for example New, Won, Lost) are kept. You can only change their name.
- Stages in the area After closing must come after Won in the flow.
- Every stage and sub-stage needs a name.
- If the flow was changed elsewhere in the meantime, your draft is kept. With Discard draft and load you fetch the new state.
With Use default (top right, only with an own flow) you throw away the project's own flow. The project then follows the organisation default again. For this, all stages and sub-stages in use must exist in the default.
You edit the organisation default as an organisation admin under Settings → Sales → Sales flow, see Sales flow. When creating a project, you choose a template, see Projects.