|SharpSpring enables you to create custom pipeline stages and multiple pipelines in the CRM.
Use as many pipelines and pipeline stages as you need, change the order, name and description to fit the needs of your sales team.
This article will detail how to create custom pipelines and pipeline stages.
Understanding the Sales Pipeline
In SharpSpring, a pipeline is a complete sales cycle. Pipelines contain various stages that an opportunity will pass through. Pipelines can be customized via the Opportunity Stages dashboard.
Pipeline stages are individual, customizable steps used to track the progress of an opportunity from the beginning to the end of the sales cycle.
The Pipeline feature is a visual representation of a sales flow, and it is the primary tool to use when managing and tracking sales. The Sales Pipeline is a powerful tool, as it allows you to see at any given moment exactly where a sales opportunity is in the sales flow.
Using the Sales Pipeline
Pipelines are wholly customizable and reflect your sales by your given parameters. The purpose of the pipeline is to create opportunities and drag-and-drop those opportunities from stage to stage until they are considered a sale. Access the pipeline by clicking Opportunities in SharpSpring's top toolbar.
Depending on how your leads have been assigned, you may or may not see anything in the Pipeline at this point.
To create a pipeline, do the following:
Creating Pipeline Stages
To create stages for pipelines, do the following: