Sales Pipeline: Pipeline
Add a Pipeline
You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top.
Once clicked you will be given tons of space to fill in what pipeline you want, you will need to give it a title (for example sinks if you were selling kitchen appliances) and add what stages you want to have (you may one for the people who come off from the street, those who make appointments, contract signed, waiting for applicants to arrive, installing).
When you click the button to create pipeline it will automatically redirect you to the pipeline. There you can rearrange the order of the stages (by hovering your mouse over the top and you should see what looks like a left and right arrow where you can click on either of those and it will move), you can rename any stage (by hovering your mouse over the top of the stage and going to the right there are three dots for more options, then Rename), delete the stage, add a new stage, or add a deal.