Table of Contents
Introduction #
Pipelines in Cosmic CRM help you manage your sales or project workflows effectively by visualizing stages of progress. This guide will walk you through the steps to create pipelines tailored to your business needs.
Prerequisites #
Ensure you are logged into Cosmic ERP with appropriate user credentials to access CRM system setup.
Steps to Create Pipelines #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to CRM System
- Once logged in, locate and click on ‘CRM System’ from the main menu.
- Access CRM System Setup
- In the CRM module, find and click on ‘CRM System Setup’.
- Navigate to Pipelines
- Within CRM System Setup, click on ‘Pipeline’.
- Initiate Pipeline Creation
- Click on ‘create’ to start creating a new pipeline.
- Enter Pipeline Details
- Pipeline Name: Provide a name for your pipeline that reflects its purpose or workflow stage.
- Save the New Pipeline
- Click on the ‘create’ button to save the new pipeline.
Conclusion #
Creating pipelines in Cosmic CRM allows you to streamline and visualize your sales or project workflows effectively. Follow these steps to set up customized pipelines tailored to your business processes.
