A sales pipeline is determined by the training that your company follows for their sales channels. If a sales process or protocol is already in place at your company, it is advised to create the same steps as pipeline tabs in the CRM add-on. A small example of a pipeline (with few tabs) is:
Call > Sending brochure > Sending quote
Each (opportunity) step is associated with a probability, all which allow you to easily filter opportunities by degrees of probability later.
To create your first pipeline, click Settings > Sellsy Add-on > Opportunities.
Select the Pipelines item. The only pipeline in the list is the default pipeline.
When you modify the "default" pipeline, you can see the different steps:
Click Add a pipeline.
In the next window, set your steps and probabilities:
Save your pipeline and set it as the default pipeline.
Now you will find your pipeline in New Opportunities:
You can simply move from step to step and maintain your customer follow-up efficiently.