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How to configure your pipeline stages

This how-to guide provides step-by-step instructions for configuring your pipeline stages, from navigating the setup interface to creating a new pipeline and defining stages like…

victoriaworkflowsvictoriaworkflows
·24 steps·63 views·Published

This how-to guide provides step-by-step instructions for configuring your pipeline stages, from navigating the setup interface to creating a new pipeline and defining stages like "Sales Pipeline" and "Qualified (SQL)." Follow the outlined steps to effectively streamline your workflow.

Step-by-step Guide24 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click New pipeline

    Click New pipeline
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  4. Click on "Click here."

    Click on "Click here."
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  5. Press a

  6. Type "Sales Pipeline"

  7. Click on "Click here."

    Click on "Click here."
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  8. Press a

  9. Type "Inbound Lead"

  10. Click on "Click here."

    Click on "Click here."
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  11. Press a

  12. Type "Qualified (SQL)"

  13. Click on "Click here."

    Click on "Click here."
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  14. Press a

  15. Type "Trial Started"

  16. Click New stage

    Click New stage
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  17. Click on "Click here."

    Click on "Click here."
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  18. Press a

  19. Type "Closed Won"

  20. Click New stage

    Click New stage
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  21. Click on "Click here."

    Click on "Click here."
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  22. Press a

  23. Type "Closed Lost"

  24. Click Save changes

    Click Save changes
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