Build your first pipeline

In the sidebar, open Sales then Pipeline. Each column is a stage, and every card is a company moving through it. The totals across the top show your forecast, quoted and won values.

A deal is simply a company placed on a stage. Open a company from Companies, then find the pipeline chip in its top bar (it reads Not on a pipeline for a new company).

Open the chip’s menu, choose Move pipeline / stage, pick a Pipeline and Stage, add a short Reason, and click Move.

Back on the Pipeline board, your company now appears as a card in the stage you chose. The stage count updates automatically.

As a deal progresses, drag its cardto the next column. You can also change a company’s stage from its record using the same pipeline chip.

To rename stages, reorder them, or add a whole new pipeline, go to Settings then CRM Settings and open the Pipelines section. Mark each stage as Won, Lost or Active so OroMiQ knows how to treat it.