Creating a Pipeline
Every business's sales processes are different. In some cases, you may even have multiple sales processes for different products or business units. In FunnelBud, you can create as many different Sales Pipelines as needed for your requirements.
Creating a new Pipeline:
Creating a new Pipeline:
Go to Settings > Pipeline Editor (or Click Here)
Click on the gear/cog icon at the top right
Click New Pipeline
Name your Pipeline
Click Create Pipeline
Click Here if you need to create, edit or delete deal stages
Click Here if you want to create Custom Fields for your Opportunities
Written By: Sam Koekemoer