Pipeline stages are created when the Pipelines are created.
Things to do or know in terms of stages:
- You can Sort, Rename, Archive, Download, Move & Delete deal cards off the stage
- You can build automation based on Pipeline Stages
- You can see all Deal Count and the total amount for all deals
| Sample Sales Pipeline Stages: |
- New Lead
- Needs Contacting
- Working on quote
- Quote Sent
- Revise Quote
- Ready to Bind/ Sold
- Start Onboarding
