How to add new Sales Pipeline in ToolsonCloud Sales CRM?

To add a new Pipeline in ToolsonCloud Sales CRM, follow these steps:
  • Login to your CRM account
  • On the navbar, click on the profile icon at the top-right corner.
  • A drop down menu shall appear displaying multiple options. Click on "Settings" option from the drop down menu.
  • In settings page, you may find "Pipelines and Stages" link under Admin Settings section.
  • Here you can find an already existing default pipeline titled "My Pipeline" which was created when you created your account for the first time.
  • To add a new pipeline, click on "Add Pipeline" button at the top right corner.
  • A Dialog box would appear prompting you to enter the pipeline name.
  • Give a name for the pipeline and click on "Add Pipeline" to save it. This will create a new one.
  • To add or modify the stages of the pipeline, you can use add stage button or the delete icon beside every stage.

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