How to Add a New CRM Pipeline in PureCRM?

How to Add a New CRM Pipeline in PureCRM?

CRM Pipeline 


  1. Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline


  1. Now Click on the Pipeline tab as shown in the given image.


  1. To add a new pipeline click on the +Pipline button at the right-hand side of the screen.

On click it will open a short from.

  1. Add the Name of the Pipeline and a Short name or an abbreviation 


  1. After adding the details click on the Save button.

The new pipeline has been successfully added


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