{"id":1082,"date":"2023-04-13T08:58:50","date_gmt":"2023-04-13T05:58:50","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/adding-a-new-pipeline-activity-and-customer-stage-in-crm\/"},"modified":"2023-04-24T10:58:40","modified_gmt":"2023-04-24T07:58:40","slug":"adding-a-new-pipeline","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/adding-a-new-pipeline\/","title":{"rendered":"Adding a New Pipeline, Activity, and Customer Stage in CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Adding a new pipeline, activity, and customer stage to CRM can help your businesses improve sales processes, increase customer engagement, and drive revenue growth.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Adding a New Pipeline:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Settings<\/strong> on the <strong>Sidebar.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090428\/pipeline.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>CRM<\/strong> on the <strong>Navigation Menu.<\/strong><\/li>\n\n\n\n<li>On the Pipeline tab, click <strong>New Pipeline.<\/strong><\/li>\n\n\n\n<li>Give your new pipeline a Name.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Add stages to your newly created pipeline by Clicking the ellipses Menu icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/><\/li>\n\n\n\n<li>Select <strong>New Stage<\/strong><\/li>\n\n\n\n<li>Enter the Title and Select &#8220;<strong>Do not change<\/strong>&#8221; in the <strong>Life Stage<\/strong> drop-down menu.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can add as many stages as required to track your customer journey.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>To update the Activity type defaults:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Switch tabs<\/strong> from Pipeline to the <strong>Activity type.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type-1024x576.png\" alt=\"Adding a New Pipeline, Activity, and Customer Stage in CRM\" class=\"wp-image-1086\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090754\/activity-type.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>New Activity<\/strong><\/li>\n\n\n\n<li>Enter a name.<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can drag and drop each activity type to rearrange the listing order.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>To update the CRM stages defaults:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Switch tabs to <strong>Stages.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages-1024x576.png\" alt=\"Update pipeline stages\" class=\"wp-image-1087\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13090917\/stages.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Add a Stage.<\/strong><\/li>\n\n\n\n<li>Enter a name.<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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: You can add as many stages as required to track your customer journey. To update the Activity type defaults: You can drag and drop each activity type [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":10,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1082","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1082"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1082\/revisions"}],"predecessor-version":[{"id":1088,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1082\/revisions\/1088"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1082"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}