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How to create a new sales pipeline?

You can create sales pipelines in Hipcall to track your sales process easily and improve your sales practices. To create a new sales pipelines, please follow the steps below.

  1. On the top navigation menu, go to Settings > Sales > Pipelines.
  2. Click Add button on the right side of the page.
  3. Firstly type in a name, for example, you can name your pipeline as your sales team name. For example, UK Inbound.
  4. Define sales stages as new, qualified, lead etc.
  5. Add the reason why you lose deals like price or policy, missing feature etc.
  6. Select users manually or select all users to give access to all account users in the sales pipeline.
  7. Click save to save the changes.