CRM
Configure your pipeline stages & automation
Customize your pipeline stages and the rules that move contacts forward automatically.
Your CRM ships with a sensible default pipeline, but you can shape it to match how you actually sell, and let your CRM move contacts forward for you.
Adjust your stages
Your pipeline starts with the stages you picked during setup, such as New Lead, Contacted, Qualified, Proposal, Negotiation, Won, and Lost. Edit them in Settings, under Pipeline Mode, in the Pipeline Stages list. Type a name in Add a new stage... to add one, or use the arrows, edit, and delete buttons beside each stage to reorder, rename, or remove it. Changes save as you make them.
Tailor these to your sales process so each column reflects a real step in your deal flow. A pipeline that mirrors reality makes your board and forecasts far more useful.
Renaming a stage carries everything in it: its deals and contacts move to the new name with it. If you remove a stage that still holds deals, those deals show in an Other stages column at the end of the board until you move them. In Customer Journey mode, contacts in a stage that no longer exists show up in your first column.
Let stages move on their own
Settings also has a Pipeline Automation section with a Manage rules button. These rules move contacts forward without you touching the board, and four of them ship switched on:
- A form submission makes someone a Lead.
- A payment makes them a Customer.
- Finishing a sequence marks them Engaged.
- An engagement score of 50 or more marks them a Hot Lead.
Edit or switch off any of them, and add your own.
Automate on stage change
Pipeline Automation moves people between stages. Automations is the separate screen for making something else happen when an event fires.
Build an automation on Pipeline Stage Changed and pick a stage under To stage to act when a deal or contact reaches it. For example, when a deal moves to Proposal, email the proposal template to its contact and create a "follow up in 3 days" task. Each move starts it once.
Deal Won runs each time a deal is won, a good moment for a thank-you or a review request. Deal Lost runs each time a deal is marked lost, for example to ask what you could have done better or to schedule a check-in in a few months. Deal Created runs when a new deal is added.