Within
Teamwork CRM, you can create different
pipelines for your leads and
opportunities.
A
pipeline represents the stages in your
sales process, i.e. the step-by-step
process your sales representatives go
through to convert a prospect into a
customer.
To
access your pipelines, click your profile
icon in the top right corner of your site
and select Settings from the
dropdown menu.
Go to
the Pipelines subsection of
the Properties tab in your
site settings.
Leads
To
create a leads pipeline, select the green Add pipeline button in the Leads
subsection.
The Add a Pipeline modal will allow you
to name your pipeline. You can then add
any relevant stages to your pipeline based
on your sales process, along with the
expected probability of qualification for
each stage.
Existing stages can be deleted using
the X to the right of the
Probability field, or re-ordered using the
drag and drop option to the left of the
stage name.
Select Save to update your leads
pipeline.
Note: Deleting a pipeline or
one of its stages will delete any
associated deals.
Opportunities
Similarly to the leads pipeline section,
you can create different pipelines for
your opportunities.
To add
an opportunities pipeline, select the
green Add pipeline button in the
Opportunities subsection.
The
pipeline modal will allow you to name your
pipeline. You can then add the necessary
stages to your pipeline based on your
sales process, along with the expected
probability of winning at each
stage.
Existing opportunity stages can be deleted
using the X to the right of the
Probability field, or re-ordered using the
drag and drop option to the left of the
stage name.
Select Save to update your opportunities
pipeline.
Editing a pipeline
To edit
an existing pipeline, click the option
menu (three dots) in the upper right
corner of the pipeline and select Edit.
Once
you have finished editing your pipeline,
click Save.
To
delete a pipeline, select Delete from the options menu (three
dots).
Note: Deleting a pipeline or one
of its stages will delete any associated
deals.
Viewing a pipeline
Once
you have pipelines created, you can view
them in the Leads and Opportunities
sections of your site.
When viewing a pipeline, you
will see the columns representing each
stage you have created. Any
leads/opportunities created in a
pipeline will be displayed as cards in
their associated column.
To
change to another pipeline,
select the dropdown in the top
left.
For
more information, see: Pipelines