Solar At Scale - Solar Closer Mastery

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Solar At Scale - Solar Closer Mastery

Statuses & Pipelines

Opportunity Pipeline

Please watch the video below to understand:

How we categorise our opportunity pipeline & statuses.

The different opportunity status types.

How to create a new pipeline.

How to create new opportunity statuses.

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How to Create a New Opportunity Pipeline

Navigate to the Settings.

Screenshot 2023-09-06 at 2.37.44 pm.png

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Go to the Statuses & Pipelines page.

Screenshot 2023-09-06 at 2.37.40 pm.png

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Scroll to the bottom of the page and click + New Pipeline.

Screenshot 2023-09-06 at 4.19.42 pm.png

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Name the new pipeline, then click Save.

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Screenshot 2023-09-06 at 4.19.55 pm.png

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How to Create New Opportunity Statuses

In the Statuses & Pipelines page, scroll to the Opportunity Pipeline you want to add a new status to.

Type the name of the new status in the Status Name box.

Screenshot 2023-09-06 at 4.23.09 pm.png

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Select the Status type in the box directly to the right of the status name, then click Add.

Screenshot 2023-09-06 at 4.23.36 pm.png

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How to Create a New Opportunity Pipeline

How to Create New Opportunity Statuses

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