Gallery
Solar At Scale - Solar Setter Mastery
Share
Explore
Statuses & Pipelines

icon picker
Opportunity Pipeline

ok

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.
Loading…

How to Create a New Opportunity Pipeline

Navigate to the Settings. ​
Screenshot 2023-09-06 at 2.37.44 pm.png
Go to the Statuses & Pipelines page. ​
Screenshot 2023-09-06 at 2.37.40 pm.png
Scroll to the bottom of the page and click + New Pipeline. ​
Screenshot 2023-09-06 at 4.19.42 pm.png
Name the new pipeline, then click Save.
Screenshot 2023-09-06 at 4.19.55 pm.png

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
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
Load content from www.solarquotes.com.au?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Load content from www.solarquotes.com.au?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.