Note: This action is only available to Admin Users.
Pipedrive comes with a basic sales pipeline that outlines a simple but popular sales flow. As deals move through these stages, you're given a clear visual overview of where your leads are in the sales process.
These stages will suit most people quite well, but it doesn't mean you have to stick with them. In Pipedrive, you can customize how many stages are in your pipeline, as well as the titles of those stages; ergo, customizing your pipeline to fit your business model.
Note: You can also set up multiple pipelines with their own unique sets of stages.To learn more about multiple pipelines, click here.
- Use the past indefinite tense
To make sure everyone within your team understands all stages the same way, make sure you use past indefinite tense when creating new names.
For example, use Meeting Agreed instead of just Meeting — otherwise it's difficult to understand when exactly you should drag the deal to that stage.
- Create stages that correspond to the customers' buying process
Think from the customer's point of view - what would their buying process look like? What has to happen in order for them to buy from you? That is usually the best way to outline your own selling process.
- Revise your sales stages later
Feel free to revise your sales stages every now and then. It might take weeks before someone feels entirely comfortable with a freshly described process. The main idea is to help yourself organize sales, not to make things more complicated. So, if some of the stages seem to be confusing then rename them, delete them or add new ones to be clear, what is happening inside your sales pipeline.
Go to Settings > Pipelines.
From here, you can click the title of any stage to edit it, or you can add new stages or pipelines.
If you have multiple pipelines, you can also reorder your pipelines here.
To do so, click and drag the tab with the pipeline name (such as 'New Pipeline' in the gif above) and move it to the order that you'd prefer it to be in the list of pipelines.