Your sales pipeline is the heartbeat of your business. The Opportunities & Pipelines settings panel allows you to architect the exact visual stages your prospects move through on their journey from a cold lead to a closed-won deal.
1. Architecting Your Sales Pipeline
Every business has a unique sales cycle. Instead of forcing your team to use generic stages, you can build custom pipelines that mirror your actual operational workflow.
Creating Multiple Pipelines
You are not limited to a single flow. You can create separate pipelines for different branches of your business (e.g., a "New Sales Pipeline" vs. a "Customer Support Ticket Pipeline").
Defining Custom Stages
Break your sales process down into clear, actionable columns (e.g., Lead Capture, Meeting Booked, Proposal Sent, Negotiation). You can drag and drop these stages to reorder them instantly.
Pro-Tip
Keep your pipelines lean. Having too many stages creates friction for your sales reps. Stick to 4-7 core milestones that require a distinct action to move the deal forward.
2. Managing Pipeline Settings
Once your stages are defined, you can fine-tune how the pipeline behaves across your workspace.
- Dashboard VisibilityToggle whether a specific pipeline's data should be included in your master dashboard's revenue funnel chart. This is useful for hiding support pipelines from your sales reporting.
- Pie Chart InclusionChoose if the pipeline's opportunity distribution should be calculated in your visual reporting widgets.
3. Automating Pipeline Movement
While you can manually drag and drop opportunity cards between stages, the true power of Scotify Solutions lies in backend automation.
By connecting your pipeline stages to the Workflows engine, you can create rules that move deals automatically. For example, if a contact replies to a text message, the system can automatically move their opportunity card from the "Cold Lead" column over to the "Hot Prospect" column, alerting your sales team instantly.