Creating a Pipeline & Stages

In This Article

• Create a New Pipeline
• Edit Pipeline Stages

Create a New Pipeline

1. Log in to Field Sales Tracker and select Deals from the left navigation menu. Click the gear icon in the top-left corner of the screen to open the Pipelines page.
   
2. This page lists the pipelines that currently exist in your system. Click the plus icon in the top-right corner of the screen to add a new pipeline.
3. Enter a name for your pipeline, then click “Save” to create it.
   

Edit Pipeline Stages

1. Log in to Field Sales Tracker and select Deals from the left navigation menu. Click the gear icon in the top-left corner of the screen to open the Pipelines page.
   
2. Click on a pipeline’s name to edit its stages.
3. Add, edit, or delete stages as needed:
1. To create a new stage, click the plus icon in the top-right corner of the screen.
2. To edit an existing stage, click the pencil icon to the right of its row.
3. To rearrange stages, click and drag a stage into a new position using the six dots to the left of its row.
   
4. When creating or updating a stage, select a Pipeline, Name, Deal Stage (Open, Won, or Lost), and a Probability of closing, then click “Save” to save your changes. You can also click “Delete Deal Stage” to delete a stage.