Enterprise CRM
v2.0
Dashboard
Leads
UserManagement
Contacts
Sales Pipeline
Deals
Activities
Forms
Permission Management
Reports
Integrations
Settings
Admin User
[email protected]
Logout
Pipeline Configuration
Create and manage Pipelines & Stages.
Create Pipeline
Pipelines List
Sr No
ID
Name
Type
Default
Actions
Create New Pipeline
Pipeline ID *
Pipeline Name *
Feature Type *
Select
Lead
Deal
Default
No
Yes
Stages
+ Add Stage
No stages added yet.
Cancel
Save Pipeline
Add Stage
Stage Label *
Probability (%)
Sort Order
Initial Stage
Conversion Stage
Closed Stage
Cancel
Add Stage
Add Stage
Stage Label *
Probability (%)
Sort Order
Initial Stage
Conversion Stage
Closed Stage
Cancel
Add Stage
Edit Pipeline
Pipeline Name *
Feature Type
LEAD
DEAL
TICKET
Default Pipeline
No
Yes
Created At
Cancel
Update Pipeline
Add New Stage
Stage Name
*
Stage Code
Probability (%)
Sort Order
*
>>Stage Type
Closed Stage
Conversion Stage
Initial Stage
Cancel
Save Stage