SharpSpring enables you to create custom pipeline stages and multiple pipelines in the CRM. Pipeline stages are customizable steps used to track the progress of an opportunity from the beginning to the end of the sales cycle. 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.
The following user roles can create pipelines and stages:
- Company Managers
- Sales Managers
Pipelines are accessed through the toolbar.
To create a pipeline, do the following:
Creating Pipeline Stages
To create stages for pipelines, do the following: