{"id":1541,"date":"2020-10-23T05:43:25","date_gmt":"2020-10-23T10:43:25","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1541"},"modified":"2020-10-26T21:57:18","modified_gmt":"2020-10-27T02:57:18","slug":"08-08","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/08-08\/","title":{"rendered":"08.08 &#8211; Pipeline (Sales Funnel, Stages) &#8211; SETTINGS"},"content":{"rendered":"\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/help\/en-video-014.html\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" width=\"320\" height=\"119\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" alt=\"\" class=\"wp-image-551\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png 320w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube-300x112.png 300w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/a><figcaption>Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n<p>Every sphere of business often has its own stages, specific only to this very sphere, of interaction with clients.<\/p>\n\n\n\n<p>The CRM provides for individual setting of the pipeline, which takes into account the established principles of its organization within the company. Meanwhile, Friday CRM offers the possibility to configure several pipelines focused on different product groups, services, or targeted markets.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/help\/en-video-004.html\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" width=\"320\" height=\"119\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" alt=\"\" class=\"wp-image-551\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png 320w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube-300x112.png 300w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/a><figcaption>Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-01-pipeline-settings.png\"><img loading=\"lazy\" width=\"300\" height=\"175\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-01-pipeline-settings-300x175.png\" alt=\"\" class=\"wp-image-1542\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-01-pipeline-settings-300x175.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-01-pipeline-settings-400x233.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-01-pipeline-settings.png 723w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><figcaption>Pipeline settings<\/figcaption><\/figure><\/div>\n\n\n\n<p>To add a new funnel it is necessary to:<\/p>\n\n\n\n<ul><li>Access <em>Settings -&gt; Pipeline<\/em><\/li><li>click on the <em>Add Pipeline <\/em>button<\/li><li>fill in the form <\/li><\/ul>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-02-creation-of-a-new-pipeline.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-02-creation-of-a-new-pipeline.png\" alt=\"\" class=\"wp-image-1543\" width=\"193\" height=\"273\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-02-creation-of-a-new-pipeline.png 386w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-02-creation-of-a-new-pipeline-212x300.png 212w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-02-creation-of-a-new-pipeline-283x400.png 283w\" sizes=\"(max-width: 193px) 100vw, 193px\" \/><\/a><figcaption>Creation of a  new pipeline<\/figcaption><\/figure><\/div>\n\n\n\n<p>Inside the funnel it is possible to:&nbsp;<\/p>\n\n\n\n<ul><li>Add\/delete the pipeline<\/li><li>Increase\/decrease the number of stages<\/li><li>Change the stage sequence<\/li><li>Rename the sales stage <\/li><li>Select color scheme for each stage of the pipeline<\/li><li>Select the default pipeline<\/li><\/ul>\n\n\n\n<p>When creating a new funnel, you can select from the proposed list of ready-made pipeline.<\/p>\n\n\n\n<p>The number of Deals at any stage of the pipeline can be viewed in the <em>Deals <\/em>section by selecting the required stage from the available list and clicking <em>Apply<\/em>. Deals matching the query will be displayed with a summary of information about them.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage.png\"><img loading=\"lazy\" width=\"300\" height=\"166\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage-300x166.png\" alt=\"\" class=\"wp-image-1544\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage-300x166.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage-768x426.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage-1024x568.png 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage-400x222.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-08-03-deals-filtered-by-selected-stage.png 1365w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><figcaption>Deals filtered by selected stage<\/figcaption><\/figure><\/div>\n\n\n\n<p>This approach facilitates control over the course of the Deal and ensures prompt measures aimed at further development of the Deal up to its successful completion.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/help\/en-video-013.html\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" width=\"320\" height=\"119\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" alt=\"\" class=\"wp-image-551\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png 320w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube-300x112.png 300w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/a><figcaption>Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Every sphere of business often has its own stages, specific only to this very sphere, of interaction with clients. The CRM provides for individual setting of the pipeline, which takes into account the established principles of its organization within the company. Meanwhile, Friday CRM offers the possibility to configure several pipelines focused on different product [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[502,800,799,26,170,802,801,475,1123,485,499,117,1122,476,1124,345,804,803],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1541"}],"version-history":[{"count":3,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541\/revisions"}],"predecessor-version":[{"id":1639,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541\/revisions\/1639"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1541"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}