What steps are involved in defining stages for a new pipeline? - SquareDocs

Pipelines

Table of Content

Table of Content

Table of Content

What steps are involved in defining stages for a new pipeline?

Defining stages for a new pipeline in Hhola involves identifying the key steps in your project or sales process. Begin by naming the stages that represent major milestones, such as "Initial Contact," "Negotiation," and "Closed." You can then assign specific actions or criteria for moving between stages. This setup ensures that each stage is clearly defined, helping your team understand the progression of tasks or deals.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.