Pipeline: How to add a sales step to a pipeline?

You can have up to 20 sales steps in your sales pipeline, plus one step dedicated to your sales leads. You can add a sales step to your sales pipeline in "Administration".

Add a Sales Step to Sales Pipeline

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Sales Space".
  3. Click on "Sales Pipelines" and click on Pencil icon to edit the Pipeline.
  4. Click on the “Add Sales Step” icon.
  5. Configure your sales step according to your preferences and click on the "Save" button.
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