Multiple deal pipelines are a great way to segment and track different types of opportunities. For instance, New business vs Existing, if you have multiple Territories or even different products.
How to add, clone, and manage different Deal Stages and Pipelines
While logged into app.uptics.io, proceed to the 'Settings' on the bottom left-hand side of the screen.
Expand the 'System Properties', click on 'Statuses', and proceed to the ‘Default Pipeline’ section.
To add a 'New Pipeline' once under the ‘Deal Pipelines’ section, press ‘+ Add Pipeline’.
To 'Clone Pipeline', hover over the Pipeline and select the Clone button.
To add a 'Deal Stage', once under the selected Pipeline, type the new deal stage in the 'Label' field, enter a probability you'd like for that stage, and hit 'Save'. Drag and drop the order you'd like it to appear throughout the application.
Check out the demo video to learn how to add and manage different pipelines!
