If you want to maximise your opportunities in this CRM, don't forget to explore the Pipelines tab. By doing so, you'll be able to create, manage and organise the pipelines to start making profits.
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We suggest visiting the Opportunities tab after reading this guide to get a solid understanding of the entire process.
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NOTE: Depending on your user permissions, you may not have access to all of the components.
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When you open this page, you will see a list of all created pipelines in the pipeline list.

You can edit a pipeline by clicking on the pencil icon to the far right. A popup will appear where you can update the name of the pipeline and the stages of your pipeline.

To delete an already-created pipeline, click the bin icon shown below.
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NOTE: Once you delete a pipeline, it's gone forever!

To create a new pipeline, click on the green Create New Pipeline button on top right of the page.

1. When creating a new pipeline, you want to give them names according to their purpose or the source of the leads.

We have pipelines named things such as, "Google Ads, Facebook Ads, Website Leads" etc.
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2. Stage Name

Pipeline "Stages" are what comprise your entire pipeline. Each stage is a new step in the pipeline process.

You will want to name your stages in accordance with the step of the process your lead is in, for example, "New lead", "Registered", "Paid" are all pipeline stages that can be used for sales.
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3. + Add Stage

When you are ready to add a new stage, you will click this button and name the stage accordingly.
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4. Stage Funnel Chart: Show/Hide

By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard funnel charts for reporting purposes or you can simply hide it.
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5. Stage Pie Chart: Show/Hide

By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard pie charts for reporting purposes or you can simply hide it.
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1. Pipeline Pie Chart: Show/Hide

By clicking this toggle button, you can choose whether to show this pipeline in your CRM dashboard pie charts for reporting purposes, or you can simply hide it.
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2. Pipeline Funnel Chart: Show/Hide

By clicking this toggle button you can choose whether to show this pipeline in your CRM dashboard funnel charts for reporting purposes.
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3. Delete Stage

You can delete a stage by clicking the rubbish bin icon.

NOTE: Once you delete a stage, it will be permanently deleted.