Creating and Customizing a Pipeline in Content Copilot CRM
Learn how to set up a new pipeline in Content Copilot CRM, customize its stages, and display it as a funnel or pie chart on your dashboard. This guide walks you through naming your pipeline, adding stages, and configuring visualizations for streamlined tracking and analysis.
1. Start by selecting 'Opportunities' from the menu.
2. Next, access the 'Pipelines' section.
3. Now, create a new pipeline.
4. Name your pipeline.
5. Proceed to add a stage name.
6. Choose to display this stage as a pie chart.
7. Alternatively, display it as a funnel chart.
8. Or decide to delete this stage.
9. Click here to add a new pipeline stage.
10. Show the pipeline in a funnel chart on the dashboard.