Sales Opportunity Management

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Pipeline Maintenance

Pipeline Maintenance is used to view and create the Sales Pipelines which you (or your sales reps) will create Opportunities for. See Accessing Pipeline Maintenance.

 

Creating a Sales Pipeline involves giving it a name and description, then setting up its constituent Stages. See Creating Sales Pipelines.

 

You may also use Pipeline Maintenance to edit and delete your Sales Pipelines, and edit/delete the Stages of a selected Sales Pipeline. See Editing And Deleting Sales Pipelines.

 

Note: For an overview of Sales Pipelines, plus tips and examples, see Sales Pipelines: Tips And Examples.

Note: Pipeline Maintenance is only accessible/visible to users with a User Group privilege level of 7 or more.

 

This section covers:

 

See also: Sales Opportunity Management video tutorials.

 

NEXT: Accessing Pipeline Maintenance