How Can I Customize My Pipeline?

You can completely customize your pipeline in UPilot CRM. By default UPilot has 5 pipeline stages, but you can add more stages or delete a stage, rename stages and change the stage probability, depending on your processes. 

Adding a new pipeline stage

  1. Scroll to the bottom of the Pipeline
  2. Click ‘Add a new Pipeline stage
  3. In the popup that opens, enter the name of the new stage
  4. Enter the probability of closing associated with the new stage
  5. Click ‘Save’.
Pipeline - Add new stage

  • Your pipeline will now refresh and you will see the new stage in your Pipeline.

Deleting a pipeline stage

  1. Go to the Pipeline
  2. Click on the name of the stage which you would like to delete
  3. The pipeline stage edit popup opens
  4. Click on the ‘Delete’ button
  5. Click ‘Delete’ on the confirmation popup.

Pipeline - Edit stage

  • Your pipeline will now refresh and the deleted stage will not appear any more.

All deals in a stage will be moved automatically (during the deletion of the stage) to the stage with the closest probability to the probability assigned to the stage being deleted. 

For example, if you have 4 stages with the probabilities of 10%, 20%, 40%, and 80% respectively, deleting the stage with the probability of 20% would move all deals to the stage with the probability of 10%.

Changing the name and/or probability of a stage

  1. Go to the Pipeline
  2. Click on the name of the stage which you would like to update
  3. The pipeline stage edit popup opens
  4. Enter the new name of the stage
  5. Enter the new probability of the stage
  6. Click ‘Save’

Pipeline - Edit stage

  • Your pipeline will now refresh and the stage name and/or probability have been changed. A change of the probability for a stage normally results in an update of the pipeline value due to the higher/lower probability in the calculation of the pipeline value.

 

 

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