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.

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Go to the Pipelines subsection of the Properties tab in your site settings.

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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.

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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.

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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.

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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. 

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To change to another pipeline, select the dropdown in the top left.



For more information, see: Pipelines