▶️ 1. Pipeline Stages Overview & Setup
Pipeline stages are the steps your sales opportunities move through from initial lead to final close. Customizing these stages ensures they match your unique sales process. Watch the video above for a quick overview of the customization screen.
Step-by-Step Stage Configuration
- From your Velocity 360 dashboard, click Settings (gear icon) in the left sidebar.
- Navigate to Pipeline Setup or Opportunity Settings.
- Select the pipeline you wish to edit (e.g., "Main Sales Funnel").
- Click + Add New Stage or click on an existing stage name to rename it.
- Define the final stages: Ensure you have explicit stages for Closed Won (100% probability) and Closed Lost (0% probability).
- Click Save Pipeline to apply all stage changes immediately.
📊 2. Assigning Probability & Value for Forecasting
Each stage needs a Probability of Close assigned to it. This percentage is critical for calculating the Weighted Forecast value of your pipeline.
Probability Setup Instructions
- Go to Pipeline Setup as described in the previous section.
- For each active stage (e.g., "Discovery Call," "Proposal Sent"), enter a numerical value in the Probability (%) field (e.g., 25, 50, 75).
- Example: If a deal in the "Discovery Call" stage is worth $10,000, and you assign that stage a 20% probability, its Weighted Forecast value is automatically $2,000.
- The Opportunity Value is set when creating or editing the individual Opportunity Card details.
- Click Save to ensure your forecasting metrics are updated across all reports.
The more accurately you set the probability, the more reliable your sales reports will be.
🔄 3. Adding Automation to Stages (Coming Soon)
This section will detail how to use the Workflow Builder to trigger automated actions whenever an opportunity is moved into a specific stage.
Anticipated automation topics will cover:
- Triggering email sequences when a deal moves to "Proposal Sent."
- Creating internal notifications (SMS/Email) for sales managers when a deal hits "High Value."
- Auto-creating follow-up tasks (e.g., "Schedule Second Call") when a deal moves from "New Lead" to "Discovery Call."
📈 4. Pipeline Reporting & Analytics (Coming Soon)
Learn how to analyze your sales funnels using pre-built reports and custom dashboards, focusing on key metrics like conversion rate and time-in-stage.
Expected features include resources on:
- Filtering reports by sales representative, date range, and custom field data.
- Viewing the Sales Funnel conversion graph and identifying bottlenecks.
- Exporting raw opportunity data for external analysis.
✏️ 5. Editing a Stage in a Pipeline
Follow these interactive steps to learn how to modify existing stages within your pipeline.
🆕 6. Create a New Pipeline
Step-by-step instructions on creating a brand new sales pipeline from scratch.
🔄 7. How to Update a Sales Pipeline
Learn the process of updating your sales pipeline settings and configurations.
🛠️ 8. Manage Opportunity Fields
Manage specific opportunity fields within Velocity 360 CRM without affecting all pipeline views.
Created/Updated Date 11/05/25 User Gemini