Setting up your Pipeline
In this section, we will explore the deals section of the CRM. This is where you will be able to organize, identify, and observe the deals within your selected Pipeline.
Getting Started
As you are creating your new CRM Pipeline, you will be prompted by the initial setup wizard. The setup wizard is 4 steps long and you may revisit each step in the option menu (left-hand side of the app).
Step 1: Sale CRM - General Information
In this window, you will be prompted to fill in the following information:
Name: This refers to the name of the Pipeline
Project Lead: Select the Project lead. This will impact who has the ability to make edits (see permission page)
Currency: Pick your currency of choice to be displayed in the Pipeline
Linked Projects: Choose one or many projects that are relevant to the Pipeline. A linked project will sync its information from Jira to the CRM Pipeline automatically and will help with suggesting the right issues and events. Linked projects will also help during the JSM integration to automatically sync new contacts. (Read more here). Finally, the linked projects will also impact your processes from automation (Read more here).
Things to note:
There can only be 1 Project Lead per Pipelines. However, multiple Pipelines may have the same Project lead
You can only choose 1 currency at this current time
You may make edits later on
Once the fields have all been filled to your requirements, you can move to the next section of the setup wizard by clicking the “Next” button.
Step 2: Sale CRM - Sales funnel
In this second step of the initial setup, you will be able to setup your funnel to have the sales stages of your choice. There is a template by default, that can be changed during this section of the template.
Making Changes to the funnel
Every company has their own way of organizing the various stages of their sales funnel and we encourage you to do so in such ways that it reflects your current sales process.
Editing the Sales Funnel
You can edit the Sales Funnel by adding a new Stage. To do so, simply click on the “ + Add New” to the right of the “Sales Funnel”. You will then be prompted to create a new Stage.
Renaming the Stages
You can rename any stage in your Sales Funnel by clicking on the name and making the edit. To save that name change, simply click outside of that text box.
Moving or deleting a stage
You can Move or Delete a stage by clicking on the three dots next to the Stage’s name
Moving Up: Moves the selected stage up one notch
Moving Down: Moves the selected stage down one notch
Delete: Deletes the selected stage.
About the Closure Stage
The Closure Stage is always going to be the final stage of your funnel. You can change which stage will be the final one by moving up or down your stages.
Within the Closure Stage, you are able to label your deals through 3 different states:
Won (Green): If a deal is considered “Won”, then you may label it as “Won”
Unqualified (Yellow): If a deal is considered “Unqualified”, then it could signify that the potential business opportunity was unsuccessful because of a lack of interest from the prospect, a need or a problem that is poorly defined or cannot be properly addressed using your solution/service.
Lost (Red): If a deal is considered “Lost”, then it could imply that the deal has fallen through and the opportunity has not been successful (for example, the prospect went to a competitor).
Correctly labeling your deals is important when comes times to do add your filters or visualize your reports. Do note that you can simplify your processes via the use of automation.
Once the funnel has been filled to your requirements, you can move to the next section of the setup wizard by clicking the “Next” button.
Step 3: Sale CRM - Automation
In this third section of the initial setup wizard, you will be able to setup your rules for automation. Automation plays a crucial part in optimizing your user experience while using the app, such as integrating to different ecosystems (JSM, Slack, etc.) and automatically changing stages based on an action.
A good rule of thumb is that automation will follow an “IF-THEN” statement. You can find more about Automation here
By default, there are some rules added to get you started. They are as follow:
When the Stage changes to “Lost” THEN “set column to a value” in “field” to “current date” : This means that when someone changes a stage to “Lost” then the card will automatically update to add the current date
When the Stage changes to “Won” THEN “set column to a value” in “field” to “current date” : This means that when someone changes a stage to “Won” then the card will automatically update to add the current date
When the Stage changes to “Won” THEN “set Status” to “Closed”: When the Stage is set to “Won” then the deal will automatically be Closed.
When a sale is created THEN “Set column to a value” in “field” to Today: When a new deal is created then the column for the date will automatically show the current date.
If these rules are not relevant to your needs, you may easily shut them off by clicking on the Blue Sliding bar on the right side of the automation. (Gray means “Off”, Blue means “ON”)
The automation rules template are just meant to get you started. There are many more automation possibility, which we will explore in more details in the Automation section of the documentation.
Once you are happy with your automation rules, you can finish the initial setup wizard by clicking the “Finish” button.
Congratulations, you have finished your initial setup!
Remember that you can always revisit the setup page by going through the settings on the left hand side of the app.