Managing Sales Pipelines: How to Create and Delete Pipelines Efficiently
Learn to create and delete sales pipelines using Surplus Systems' CRM. This guide helps you set up new pipelines with defined stages and criteria and efficiently remove outdated ones, ensuring a well-organized sales process and improved performance.
1. To access Pipelines, navigate to 'Deals'.
2. Next, select the 'Pipelines' option.
3. Select a pipeline you want to edit from the list.
4. Click the pencil icon to begin editing.
5. Re-arrange these fields by clicking the arrows on the side.
6. Configure these actions according to your preference.
7. Click on "Save" once editing is done.
8. To remove a pipeline, click the trash icon.
9. Confirm the deletion by agreeing to the prompt.