Managing your sales process should be straightforward and quick, so you can focus more on growing your business and less on complicated software. That’s why the Pipelines page has been completely redesigned to be simpler, faster, and more intuitive—helping you keep track of every lead and opportunity with ease.
📌 Why This Matters
Keeping your sales organized is vital to closing deals efficiently. With a clean and easy-to-use pipeline, you can clearly see where each opportunity stands, quickly move deals forward, and avoid any confusion or lost leads. This helps you stay focused and responsive, leading to more sales and better customer relationships.
✨ What’s New
- Modern and streamlined pipeline design: Navigate and manage your sales stages with a clean, simple interface that doesn’t overwhelm.
- Move opportunities when deleting stages: If you remove a stage from your sales process, you can now easily transfer all related opportunities to another stage you choose, keeping your pipeline tidy without losing track of deals.
- Fast and smooth experience: Enjoy all the powerful features you rely on, now working even quicker and with a clearer layout.
🛠️ How to Use It
- Access your sales opportunities section: Open your Opportunities or Pipeline page within your CRM system.
- Create or edit pipelines and stages: Customize your sales process by adding, rearranging, or removing stages as it fits your business.
- When removing a stage: Choose where to move the existing opportunities so no important leads slip through the cracks.
- Keep an eye on progress: Use the updated layout to monitor your deals at every stage quickly and confidently.
💡 Pro Tip
Regularly reviewing and updating your sales pipeline stages to match your real process helps you prioritize efforts on the deals most likely to close, ultimately improving your revenue flow.
