Create a new Pipeline

The default pipeline includes four stages: “Lead,” “Contact,” “Qualified,” and “Proposal.” The default percentage is 0%, 20%, 40%, and 60% respectively, and it will show you the revenue forecast based on the percentage of the pipeline stages.

Does the default pipeline not fit your business? Don’t worry - you have the flexibility to create custom pipelines and define your forecast percentages. Here's a guide on how to do it:

  1. Go to Partner Center > Administration, click on Pipelines. screenshot-partners.vendasta.com-2024.05.23-15_27_46.png

  2. Here you can edit the existing pipeline, and you can find the option to create a new pipeline by clicking on Create pipeline. These stages appear in your Pipeline in order of the probability of success you assign them.

screenshot-partners.vendasta.com-2024.05.23-15_32_45.png

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