Sales Pipeline Master

Overview

Administrator >> Sales Pipeline Master

The Pipeline Status screen enables an administrator to define, edit, or delete sales pipeline status.

To Add a Pipeline Status Description:

1. Click on Add button.

2. Enter details like Pipeline Status Description, Pipeline Status Order and Select Pipeline Status Color.

3. Click on save to save the description.

To Edit a Pipeline Status Description:

1. Click on Edit corresponding to the Pipeline Status Description you wish to edit.

2. Make the desired changes.

3. Click on save to save the description.

To Delete a Pipeline Status Description:

1. Click on Delete corresponding to the Pipeline Status Description you wish to delete.

2. Click on OK to confirm the deletion.