Help Center

Go to Aesthetix CRM

All collectionsPipelinesPipelines (New) How to Create a New Pipeline in Aesthetix CRM

How to Create a New Pipeline in Aesthetix CRM

Unlock the potential of your sales process by learning how to create a new pipeline in Aesthetix CRM. This article offers a step-by-step guide to setting up customized pipelines that align with your business goals and sales strategies. Discover how to define stages, assign teams, and tailor your pipeline to track leads effectively. By the end of this guide, you'll be equipped to enhance your sales workflow and drive greater success in your customer relationships.

1. Navigate to "Pipelines" from the main dashboard.

1 Click on the element.

2. Click on "Pipelines" to access the pipeline management section.

2 Following that, click on "Pipelines".

3. Select "Create New Pipeline" to begin setting up a new pipeline.

3 Click on "Create new pipeline".

4. Enter a name for your pipeline in the "Pipeline Name" field.

4 Click here.

5. Add a "Stage Name" to define the first stage of your pipeline.

5 Click on the element.

6. Set the "Pipeline Pie Chart Action" to track data visually in a pie chart format.

6 Then, click here.

7. Configure the "Pipeline Funnel Chart Action" for a funnel view of your pipeline stages

7 Once that's done, click here.

8. If needed, use the "Delete Stage Action" to remove any unnecessary stages.

8 Click on "Add stage".

9. Click "Add Stage" to include additional stages to your pipeline.

9 Upload

10. Check the "Visible in Funnel Chart" option to display the stage in funnel charts.

10 Then, click on "Use setting".

11. Check the "Visible in Pie Chart" option to include the stage in pie chart displays.

11 After that, click on "Use setting".

12. Click "Save" to finalize and store your new pipeline.

12 Following that, click on "Save".

Did this answer your question?

😞

😐

😁

Terms & Conditions Privacy Policy