Creating Custom Pipelines
Custom pipelines in Revwit allow you to tailor your sales process to fit your unique workflow, ensuring you can track
leads and deals effectively. Here’s how to set up a custom pipeline:
Access the Pipelines Section
- Go to the Pipelines tab in the sidebar menu or the settings page.
Create a New Pipeline
- Click the (+) button to get started.
Define Pipeline Stages
- Add a pipeline name and rotten days, associate it with an entity, and add a description.
- Add stages that reflect your sales process (e.g., Lead, Contacted, Proposal Sent, Negotiation, Closed-Won) using the
‘’Add pipeline stage’’ button.
- Drag and drop stages to arrange them in the desired order.
Customise Stage Details
- Add specific criteria or actions required for each stage to maintain consistency across your team.
- Add a description and set probabilities for each stage to estimate deal success rates.
Save Your Pipeline
- Click Save to finalize your custom pipeline.
Start Adding Pipelines
- Head to the Pipeline page and begin populating your pipeline by adding leads or deals to the relevant stages.
Custom pipelines give you complete control over your sales process, helping you stay organised and focused on closing
deals efficiently.
