Associate Deals with Pipeline
You can associate your deals with a pipeline through:
When adding a new deal
When you add a new deal, there is an option to associate your deal with a sales pipeline.
1. Click on Pipeline Selection to choose the pipeline you want to associate with your deal, and then select to which stage you want it assigned and to its corresponding status if needed.
2. Once done, click on the ‘Save Deal’ button to save the deal.
When editing a deal
You can also re-associate your deal to a new pipeline through the edit deal option.
1. Click on the ‘pencil’ icon to edit a deal.
- List View
- Stage View
2. Edit the details of the deal and change the sales pipeline association of the specific deal.
3. Click on the ‘Save Deal’ button to apply the changes.