Pipelines and stages
A pipeline is the path a deal follows, and stages are the steps on that path, such as New, Contacted, Quote sent and Won. Most stores need one pipeline. Add more when you sell in very different ways, for example one for shop customers and one for wholesale buyers.
Add or change a pipeline#
- Open CRMSettingsPipelines and stages.
- Click New, give the pipeline a name and pick what to Start from: a template or Blank stages. Optionally set Stale after (days), or leave Use the store default. Click Save pipeline.
- Select a pipeline to change its stages. Use Add stage, then save.
- Open Pipeline actions to rename it, change the stale days, Make default, Archive or Delete pipeline.
One pipeline is the default. New deals and form leads go there unless you pick another one. A store can have up to 50 pipelines, each with up to 20 stages.
Stage settings#
| Setting | What it does |
|---|---|
| Name | What the stage is called on the board and in reports. |
| Colour | The bar at the top of the column, so stages are easy to tell apart. |
| Odds | The chance of winning a deal in this stage, from 0 to 100%. It drives the weighted forecast. |
| Kind | Open, Won or Lost. Moving a deal into a Won or Lost stage closes it and records the date. |
Drag stages to put them in order. The order is the order of the columns on the board.
Delete a stage#
When you delete a stage that still holds deals, Kartlo asks where those deals should go. Pick another stage in the same pipeline under Move deals to. The deals move right away, before you save any other changes, and then the stage is removed.
Stale deals#
A deal is stale when nobody has logged an activity on it for longer than the pipeline's Stale after (days) (the store default is 7, set under CRMSettingsGeneral). Stale deals get a badge on the board, a filter, and can start an automation.
Column totals#
Each column header shows the number of deals, their total value and the weighted value (value multiplied by the odds). Large amounts are shortened, for example AED 1.23M; point at the number to see the full amount. See Targets and analytics for the forecast.