How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Click the top right button "Pipeline 1" or the name you have previously given to the pipeline
In this section you can create and manage your pipelines so that different users can access only their deals or you can have deals classified in different panels.
1) Create a new pipeline
How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Click the top right button "Pipeline 1" or the name you have previously given to the pipeline
- Click the "+ New Pipeline" button
- Fill in the information and click "Save"
- Title: Add a title to the pipeline to differentiate it
- Privacy: If you select the Public option, any user will be able to access the pipeline. In the event that you choose the "Private" option, you can select the users or "Sales teams" that you can access.
- Notifications: Click the top right button with 2 "bells" to enable notifications to be sent to the specified emails when a new deal is created.
- Stages: Edit the fields of the existing stages or add new ones with the button in the right section "New stage". Once the stage is created, customize the stages .
Sales Teams: Manage your Sales Teams so you don't have to manually add the users assigned to each pipeline.
2) Edit a pipeline
How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Click the top right button "Pipeline 1" or the name you have previously given to the pipeline
- Select a previously created pipeline
- Click the "Edit Pipeline" button
- Edit the information and click "Save"
By editing a pipeline you can modify the previously created fields:
- Title: Add a title to the pipeline to differentiate it
- Privacy: If you select the Public option, any user will be able to access the pipeline. In the event that you choose the "Private" option, you can select the users or "Sales teams" that you can access.
- Notifications: Click the top right button with 2 "bells" to enable notifications to be sent to the specified emails when a new deal is created.
- Stages: Edit the fields of the existing stages or add new ones with the button in the right section "New stage". Once the stage is created, customize the stages .
3) Change pipeline
How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Click the top right button "Pipeline 1" or the name you have previously given to the pipeline
- Select a previously created pipeline from the list
In the event that you have more than one pipeline created and assigned to your user, you can easily change the pipeline by clicking on the dropdown and selecting a pipeline from the list.
4) Eliminate a pipeline
How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Click the top right button "Pipeline 1" or the name you have previously given to the pipeline
- Select a previously created pipeline
- Click the "Edit Pipeline" button
- Click the ":" button at the top right
- Click "Delete"
Deleted Pipeline: In case you click on " Delete a pipeline" Holded will allow you to transfer the deals to other pipelines or eliminate the deals assigned to that pipeline en masse.