Phases, or stages, are the different steps in your process (pipeline) that a deal can or must go through. In our CRM system, these steps are displayed as columns and a deal moves from left to right.
The standard pipeline
When you create a new pipeline, there are three standard phases. (Not set up a pipeline yet? In this article you can read how to create a new pipeline)
Contact
In contact
Follow up
You can remove, modify, or add more steps to better fit your process. There is no limit to the number of phases per pipeline.
Adding a phase
Click on 'Deals' in the menu on the left and select the desired pipeline from the dropdown menu.
Click on the 'Add a phase' button in the top right corner
A pop-up will open where you can enter the name of the phase and assign a colour.
Click 'add' to add the phase to your pipeline.
A new phase will automatically appear all the way to the right in your pipeline. You can drag it to the desired position by dragging the coloured bar.
Editing a phase
You can change all phases at any time. You can modify the following components:
Phase name
Phase colour
Column width
Card appearance
Follow these steps to edit a phase.
Click on 'Deals' in the menu on the left and select the desired pipeline from the dropdown menu.
Click on the gear icon in the header of the phase
Then click on 'Edit this phase'
A pop-up will open where you can adjust the settings.
Phase name: here you can adjust the name of the phase
Header background colour: here you can adjust the colour of the phase
Column width: here you can adjust the width of the column. This can be done by entering the number of pixels (between 260 and 350), or by using the slider on the right.
Deal sorting: here you can adjust the order in which the deals in this phase appear in the overview. This can be done alphabetically by the name of the contact person, account, or deal title, based on the deadlines of tasks of deals, or based on the age of the deal. All of this can be in ascending or descending order (dropdown menu to the right 'Sort by')
Card appearance: here you can set how your deal overview is displayed in the pipeline view. When you hover over the information, a gear icon will appear next to it. By clicking on it, you can make adjustments. The default information on the card includes the deal title, contact and account name, next action, and deal value. The order of these elements can be adjusted. The options you can display are:
Next action
Deal title
Deal value
Contact and account
Contact
Account
Phone number
Age of the deal
Option to hide these options.
Click on 'Save' to save the changes.