Pipelines and stages

A pipeline is the set of stages your deals go through, from a new lead to won or lost. You can have more than one, for different kinds of work, and change the stages in each whenever you need to. Anyone on your team can change pipelines and stages.

Add a pipeline

www.heysales.co.uk/sales

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1. In Sales, on the Deals tab, select Create new pipeline (the + after your pipeline tabs), then type a Pipeline Name.

2. Change the Stages to suit you. Type over a stage’s name to change it, select Add Stage for another, or the cross beside a stage to remove it. A pipeline needs at least two stages.

3. Select Create Pipeline. The board switches to your new pipeline.

Your last two stages are won and lost

The second to last stage in the list is for won deals and the last one is for lost deals, and you can’t change which stages they are later. Add Stage adds a stage at the bottom of the list, so after adding one, retype the names so that your won and lost stages are still the last two.

Each stage gets a close probability to start with: 100% for the won stage, 0% for the lost one, and rising from the first stage to the last for the others. You can change them afterwards, as below.

With a keyboard or screen reader

The form doesn’t take the focus when it opens: it’s added at the end of the page, under the heading Create New Pipeline. Its stage boxes are named Stage 1, Stage 2 and so on, and the button after each box removes that stage.

Change your stages

Go to Settings, then Pipelines and stages. Each pipeline shows how many stages and deals it has. Choose a pipeline’s name to open its stages.

www.heysales.co.uk/dashboard/settings/pipeline

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1. Edit pipeline name (the pencil beside the pipeline’s name) renames the pipeline. Press Enter, or select Save pipeline name, to keep the new name.

2. Move New lead (the handle before each stage) changes the order of your stages. Drag it, or with the keyboard, press Space on it, use the up and down arrow keys, then press Space again to drop it. Escape puts it back. Then select Save Order, which appears at the top of Deal Stages, or Cancel to undo the move.

3. Edit New lead (the pencil after each stage) lets you change the Stage name and its close probability. Select Save stage to keep the changes.

4. Add stage adds a stage after the others in Deal Stages. Type its name and close probability, then select the tick button.

5. Closing stages holds your won and lost stages. You can rename them and change their close probability with the pencil beside each one, but you can’t move or delete them.

With a screen reader

A few buttons here don’t have names yet. When you add a stage, the box after Stage name is its close probability, and the next two buttons add the stage and cancel. In Closing stages, the button after each stage’s close probability edits it. While you’re editing, the box after Stage name is the close probability, and the next two buttons save and cancel.

Close probability

A stage’s close probability is how likely you think a deal at that stage is to be won, from 0 to 100%. The deal board uses it for its Weighted totals: Northgate Dental, 8 kW roof, worth £9,600 at Site survey, a stage at 40%, counts as £3,840.

Delete a stage or a pipeline

Delete New lead (the bin after each stage) deletes that stage, once you confirm. A stage that still has deals can’t be deleted, so move them to another stage on the board first.

If you have more than one pipeline, the bin beside a pipeline’s name (Delete Commercial installs, for example) deletes the pipeline and all its stages, once you confirm. A pipeline that still has deals can’t be deleted. Deals can’t be moved from one pipeline to another in HeySales, so you’d need to delete them first.

Deleting can't be undone

A deleted stage or pipeline is gone for good. The stage history on your deals keeps the old stage names.

Next

See your stages at work on the deal board.