Managing Deal Pipelines in ClearCRM (Setup > Deals > Pipelines)

Accessing the Deal Pipelines Dashboard

1. Navigate to Setup > Deals > Pipelines.

2. The dashboard displays a table with three columns:

   • ID – Unique identifier for each pipeline.

   • Pipeline Name – The name of the pipeline (e.g., "Interview," "Sales," "Store").

   • Options – Actions to Edit or Delete a pipeline.

Managing Deal Pipelines

• Click the "+ New Pipeline" button to add a new pipeline.

• Click the column headers to sort items in ascending/descending order.

• Adjust the number of entries displayed (10, 25, 50, 100, or All).

• Use the Search Bar to find specific pipelines.

• The Export button allows exporting data in various formats (Excel, CSV, PDF, Print).

• The Refresh button updates the list to reflect recent changes.

Purpose of Deal Pipelines

Pipelines organize the sales process, ensuring deals progress through a structured workflow. Each pipeline consists of stages, which represent different phases of deal progress.