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Pipelines Configuration

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.

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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

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This lets you track and compare different sales flows separately.