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: Select New Pipeline to create a new pipeline

Step 4: Fill out the required fields such as the pipeline name and stage name

Step 5: Tick the 'Sales' box to mark this as a Sales Pipeline. This will create two fixed percentage stages: Won (100%) and Lost (0%)

When running reports on win/lose rates or bids, the system will look for projects in stages marked as 'Won'

Step 6: Click 'Save' 

The percentage displayed on the right represents the probability of winning a deal, which is important for making sales forecasts

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

If the 'Sales' box is unchecked, then the pipeline will not be set as a 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:

Brian Dang - brian.dang@measuresquare.com 

James Impallaria -  james.impallaria@measuresquare.com

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