How to Edit a Pipeline or Create a New Pipeline in WeekMate CRM

How to Edit a Pipeline or Create a New Pipeline

Overview

The Pipeline Management feature in WeekMate CRM allows you to create and customize sales pipelines based on your organization's sales process. You can create multiple pipelines, update existing pipeline details, and modify sales stages to accurately reflect how opportunities move through your sales cycle.

A well-structured pipeline helps your sales team track deals more effectively, monitor progress, and maintain an organized sales workflow.

Before You Begin

Before creating or editing a pipeline, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to access Settings and manage pipelines.
  • You have identified the sales stages required for your business process.

Steps

Create a New Pipeline

  1. Log in to your WeekMate CRM account.
  2. Navigate to Settings.
  3. Open Pipeline Management.
  4. Click Create New Pipeline.
  5. Enter the required pipeline details.
  6. Configure the stages for the new pipeline.
  7. Review the pipeline configuration.
  8. Click Save.

The new pipeline will be created successfully and will be available for managing sales opportunities.

Edit an Existing Pipeline

  1. Open Settings.
  2. Navigate to Pipeline Management.
  3. Select the pipeline you want to edit.
  4. Update the pipeline details as required.
  5. Add, edit, remove, or reorder the pipeline stages to match your sales process.
  6. Review the changes.
  7. Click Save.

The updated pipeline configuration will be applied immediately and will be available for use across your sales process.

Video Tutorial

Watch the video below for a complete walkthrough of creating a new pipeline or editing an existing pipeline in WeekMate CRM.




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