Pipelines Configuration

Pipelines let you control how Deals move through your sales process — from the first step to Won or Lost. Each Deal always belongs to one pipeline and one stage inside it.

By default, every workspace has a Main Pipeline, but you can edit it or create more pipelines for different workflows.

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Pipelines

You can have up to 50 pipelines in one workspace.

Each pipeline:

• Has its own stages

• Can be renamed

• Can be deleted only if it has no Deals

When you create a new pipeline, it starts with default stages so you can use it right away.

Reordering pipelines

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Pipelines can be reordered, and the first pipeline in the list is used as the default across the CRM.

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Deleting a pipeline

A pipeline cannot be deleted if it has Deals.
You must move or close all Deals in that pipeline before deleting it.

Stages

Each pipeline can have up to 20 stages (including Won and Lost).

Each Deal stage has a Probability (%) value that represents the likelihood of a Deal being closed at that stage.

This value can be selected from a predefined list (10%, 20%, 30%, etc.) and is used to calculate weighted amounts in the Deals Kanban view.

Won and Lost:

• Always exist

• Cannot be renamed

• Cannot be deleted

• Are closed stages

Every pipeline must have at least one open stage.

You can:

• Add stages

• Rename stages

• Reorder stages

• Change stage colors

• Delete open stages

Deleting a stage

If a stage has Deals, the system will ask you to move them to another stage in the same pipeline before deleting it.

You cannot delete:

• Won

• Lost

• The last remaining open stage

Stage Colors

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Each stage has a color.
These colors appear in:

• Deal boards

• Dashboards

• Pipeline funnels

They help visually track progress and understand reports faster.

Using Pipelines

Deals

You can switch pipelines from the dropdown at the top of the Deals page. Each pipeline shows only its own stages and Deals. The same dropdown also includes the All Pipelines option for a cross-pipeline view — see All Pipelines below.

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In Kanban view, total and weighted amounts are calculated automatically based on the Deal value and the probability of its current stage.

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Dashboard

Pipeline filters control:

• Funnel charts

• Deal counts

• Revenue by stage

The Dashboard's Pipeline Funnels selector includes the same All Pipelines option as the Deals page.

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This lets you track and compare different sales flows separately.

All Pipelines

The All Pipelines option in the Pipeline selector gives you a single, cross-pipeline view of every Deal in your workspace. It's available on the Deals page, in the Dashboard's Pipeline Funnels selector, and in deal-based Reports.

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How stages are aggregated

When All Pipelines is selected, Mria CRM merges stages with identical names across pipelines into a single column or row:

• If two pipelines both contain a stage named Negotiation, you'll see one combined Negotiation column with Deals from both pipelines.

• Won and Lost always aggregate, since they exist in every pipeline.

• Stages that exist in only one pipeline appear on their own. For example, if only one pipeline has a Demo stage, Demo shows up as a standalone column with that pipeline's Deals.

Deal probability under All Pipelines

Each Deal keeps its own probability — taken from its individual pipeline-stage probability (or any manual override). The aggregated columns don't compute a combined probability; weighted totals still use each Deal's individual probability.

When to use it

• Cross-motion forecasting — get a single weighted total across all sales motions (e.g., new business + renewals).

• Top-of-funnel comparison — see how many Deals are sitting in New or Discovery across the whole org, not just one motion.

• Win/Loss reporting — review Won and Lost totals across every pipeline in one view.

Switch back to an individual pipeline whenever you need pipeline-specific stage breakdowns or want to move Deals between stages.