Note: This article covers the Pipeline setup in Business App. To learn more about the Pipeline in Partner Center, click here.
A sales pipeline mirrors your sales process, with each stage symbolizing a critical step toward closing a deal. While you can adjust stages whenever necessary, carefully designing a pipeline that aligns with your strategy is key. A well-structured pipeline not only provides clarity but also fosters consistent success, guiding your team through each essential phase of the sales journey.
Setting Up Your Pipeline
When you visit the Opportunities page for the first time, you’ll see the option to Set up a pipeline. Clicking this button creates a pipeline with default stages, which you can tailor to match your sales process.
In this setup, you have the flexibility to:
- Add New Stages: Click Add Stage to incorporate additional stages.
- Remove Stages: Remove stages that don’t fit your process by clicking the “X” on each stage.
Stages are arranged according to their Close Probability to help forecast potential revenue by estimating the likelihood of closing deals at each stage. Note that Closed Won and Closed Lost are default stages, so they can’t be removed, and additional stages cannot have a 0% or 100% Close Probability.
Adding or Removing Pipelines
You can create multiple pipelines to support diverse sales processes:
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Add a New Pipeline: Click Create Pipeline to set up an additional pipeline. There’s no limit to the number of pipelines you can create.
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Remove a Pipeline: To delete a pipeline, click Delete next to the pipeline. Make sure no opportunities are assigned to it, as any unassigned opportunities from a deleted pipeline will become unattached.
With these features, you can build a pipeline that accurately reflects your sales strategy, empowering your team to navigate each sales stage with precision and focus.