The Stages Pipeline in ClearCRM helps track and manage different stages of a process, such as lead nurturing or deal progression. This dashboard provides an overview of all available stages and allows users to manage them efficiently.
Navigating the Stages Pipeline Dashboard
Accessing the Dashboard
Click Marketing in the left menu.
Select Stages Pipeline from the submenu.
Understanding the Dashboard Layout
The table contains the following columns:
Name – The stage name.
Weight – A numerical value representing the priority or order of the stage.
Category – The category assigned to the stage.
Published – Indicates whether the stage is active.
View Options
Switch between different layouts:
List View (default)
Chart View
Kanban View
Managing Stages
Use the Search bar to find specific stages.
Click Add New Stage to create a new pipeline stage.
By effectively managing the stages, businesses can streamline workflows and track progress at different pipeline levels.