Set up pipelines and stages

Set up pipelines and stages

Edit your stages, add another pipeline, and choose what shows on each card.

A pipeline is the set of stages a deal moves through. Account admins can change the stages, add more pipelines for different kinds of work, and choose what shows on each card.

Before you begin

• Permissions. Pipelines are managed by account admins.
• Agree your stages first. Stage names and descriptions are shared by your whole team, and Ahoy reads them too.

Edit a pipeline's stages

1. Go to Settings → CRM → Pipelines.
2. Click Edit pipeline on the pipeline's row.
3. On the Stages tab, change what you need.
   For each stage you can set:

• Name. Each stage name must be different.
• Color.
• Win probability. A number from 0 to 100%.
• Final. Final stages end the work. Agents won't move items to a final stage without approval, and more than one stage can be final.

Click Add stage to add one, and drag stages to reorder them. A stage that's in use can't be deleted – move its deals first.

Describe the pipeline

On the same screen, add a Description for the pipeline. Explain who or what it's for. Your team sees it, and Ahoy uses it to route records to the right pipeline.

Add another pipeline

Separate pipelines suit separate kinds of work, such as new business and renewals.

1. Go to Settings → CRM → Pipelines.
2. Click the create button above the list of deal pipelines.
3. Choose Start from a template, or build your own stages.
4. Enter a Pipeline name and a Description.
5. Click Create pipeline.
   Each pipeline needs at least one stage and its own name.

Choose what shows on cards and totals

Edit a pipeline and use the other two tabs.

• Card Layout. Choose which fields appear on each card in the Board view. A preview shows the result.
• Calculations. Choose the totals shown for each stage.

Set the default or delete a pipeline

• Default. Click Set as default pipeline on a pipeline's row.
• Delete. Move the pipeline's deals to another pipeline first. The default pipeline can't be deleted.

Contact lifecycle stages

The same page has a Contact lifecycle section. These are the stages a contact moves through, from prospect to customer. Admins can edit them.

Good to know

• Ask Ahoy. You can also ask the agent in Chat to set a pipeline up for you.
• HubSpot. If you sync with HubSpot, each HubSpot deal stage maps to one of these stages.

Need help?

Email help@ahoy.ai or message us in your shared Slack channel.

Related articles

• Pipelines and deals
• Create and manage fields