CRM - Design the Best Sales Pipeline
Design the Best Sales Pipeline
That Fits You
Improvise Your Sales Pipeline with Deskera CRM
Improve Your Productivity
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Do I have to use the default pipeline in Deskera CRM software?
You are not required to use the default pipeline available in the system. If it's not applicable to your sales processes, you can always create a new pipeline that suits you.
Can I create multiple sales pipeline?
Certainly. Deskera CRM users can create multiple sales pipelines without restrictions.
How many stages that I can create in sales pipelines?
You can add multiple stages in a single pipeline without worry.
Why is sales pipeline important?
Sales pipeline is important for your business as it shows your pool of prospects, your expected sales revenue, and the performance of your sales team.
In short, it gives you an overview of entire sales process so you can seize business opportunity easily.
What's the fastest way to move the deal from one stage to another?
You can use the drag and drop feature. Select the deal card and drop it to the relevant stage in the same pipeline.
Can I move my deal to another pipeline?
No. You can only move deals within the same pipeline.
Can I change the status of my deal from closed won to closed lost?
Absolutely. In case you accidentally mark the deal as closed won instead of closed lost, you can always reverse the status of the deal.
Can I delete the default pipeline?
You cannot delete the default pipeline. You can only delete the customize pipeline created in the system.
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