Adding a New Pipeline, Activity, and Customer Stage in CRM

Adding a new pipeline, activity, and customer stage to CRM can help your businesses improve sales processes, increase customer engagement, and drive revenue growth.

Adding a New Pipeline:

• Go to Settings on the Sidebar.

• Click CRM on the Navigation Menu.
• On the Pipeline tab, click New Pipeline.
• Give your new pipeline a Name.
• Then, Save.
• Add stages to your newly created pipeline by Clicking the ellipses Menu icon
• Select New Stage
• Enter the Title and Select “Do not change” in the Life Stage drop-down menu.
• Then, Save.

You can add as many stages as required to track your customer journey.

To update the Activity type defaults:

• Switch tabs from Pipeline to the Activity type.

• Click New Activity
• Enter a name.
• Then, Save.

You can drag and drop each activity type to rearrange the listing order.

To update the CRM stages defaults:

• Switch tabs to Stages.

• Click Add a Stage.
• Enter a name.
• Then, Save.