How to Customize Pipelines & Stages in MeasureSquare CRM

How to Customize Pipelines & Stages in MeasureSquare CRM

In this article, we will cover what the pipeline page is and how to make your own custom pipeline fit for you and your team. Additionally, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'.  This applies to MeasureSquare CRM. 

Customizing pipelines and stages 




Setting a Sales Pipeline to mark 'Won' and 'Lost'

A sales pipeline is a visual representation of your sales process, divided into different stages that a potential customer goes through from initial contact to closing a sale. In MeasureSquare CRM, you can create a sales pipeline with fixed 'Won' and 'Lost' stages. This helps track projects or deals that were successfully closed or not. This also keeps an organized view of your sales performance. 

Here are the steps to create a Sales Pipeline:

Step 1: Go to ⚙️Settings
Step 2: Select Pipelines & Stages
Step 3: Click on Sales 
Step 4: Select New Pipeline to create a new pipeline - This will create two fixed percentage stages: Won (100%) and Lost (0%)
Info
When running reports on win/lose rates or bids, the system will look for projects in stages marked as 'Won'




Step 5: Fill out the required fields such as the pipeline name and stage names
Info
The percentage displayed on the right represents the probability of winning a deal, which is important for making sales forecasts
Step 6: Click 'Save' 



Warning
Once a pipeline is set to a sales pipeline, it cannot be changed to a "non-sales" pipeline.

This option can be used for project management or other management purposes. The data within Sales Pipelines will be able to generate sales analysis, including sales funnel charts in the 'Analytics' module.


For any questions, you may reach out to our Support team via support@measuresquare.com or our CRM experts:

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