The pieces that shape how deals move through your account — stages, pipelines, performance lanes, and tags — are all configured in your account settings. This page is the map.
Before you start: Admin permissions are required to change any of these.
| To change | See | | --- | --- | | The stages a deal moves through, their order, and their probabilities | Deal Stages | | Separate pipelines for different sales processes or teams | Multiple Pipelines | | Performance lanes, used to group deals by revenue type | Set Up Performance Lanes (Revenue Types) | | The tags available on deals, people, and companies | Tag Companies, People, and Deals |
Once your stages are set up, see Change a Deal's Stage for how your team moves deals between them, and Kanban Board for the visual way to do it.
Need help? Contact support at customercare@pipelinecrm.com.