The panel's core sections
Stages & tags
Your sales pipeline and its stages (say: enquiry, quote, payment, done) and the tags you put on customers.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When you want to see where each customer is in the buying journey, or group customers.
Step by step
- 1
In Pipelines & stages, see your trade's pipeline; add a stage with New stage and put them in order.
- 2
If you sell in more than one way, create a New pipeline and set one with Make default.
- 3
Add tags in the tags section; they can then be used on customer records and in flows.
Common mistakes
- Keep stages few (4 to 6); too many make moving customers tedious.