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Documentation Index

Fetch the complete documentation index at: https://support.getskara.ai/llms.txt

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Salesmate offers you a default Sales Pipeline with Stages. The user can, however, rename Stages and Pipeline according to their need.Easy steps to configure your Sales Pipeline

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How to Create a New Pipeline,

To create a New Pipeline, Navigate to the Profile icon in the top right corner Click on the Setup Head over to the Modules category Click on the Pipeline Section mceclip0.png Here, you need to enter the following details,Pipeline Name: Define the Pipeline Name Allow users to set the probability for each deal manually: Tick the checkbox if you wish to allow other Users to Set the Win ProbabilityYou can **Customize the Default Stage Colour, Rename them, Set the Win Probability and the Rotting period.
  • **You can also Add a New Stag e if required or just Remove it if not needed.rearrange the Stages with simple drag-and-dropOnce done click on Save
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Update the Default Pipeline

To Update the Default Pipeline, Click on the Edit option of the Default mceclip3.png Here, you can Customize the Pipeline as per your requirement mceclip0(1).png

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How to Delete a Pipeline

Click on the Delete icon to delete the Pipeline mceclip1.png Confirm the action to continue deleting the Pipeline blobid0.png