How to add Pipeline and Stages?

This guide helps Admin and Manager users create custom pipelines and stages in OP — useful for managing sales, service, or after-sales processes.

Step 1: Access Pipeline Settings

• Log into your Outperform account (Web).
• Click on your Settings (top right).
• In the left menu, click on Pipeline Settings.

Step 2: Add a New Pipeline

• Click the Add Pipeline button.

Step 3: Fill Pipeline Details

• Pipeline Title – Name your pipeline (e.g., Sales, After-Sales, Service).
• Naming Convention (Won) – Customize the label for the WON (green) button.
• Naming Convention (Lost) – Customize the label for the LOST (red) button.
• Status – Toggle to Active or Inactive.
• Default – Set this pipeline as the default for inbound leads from marketing channels.

Step 4: Save the Pipeline

• Click the Save button.

🎉 You have successfully added a pipeline!

How to Add Stages to a Pipeline

Each pipeline can have multiple stages to reflect your process flow

Step 1: Open the Pipeline

• Click on any pipeline name to view and manage its stages.

Step 2: Add a Stage

• Click on the Add Stages button.

Step 3: Fill Stage Details

• Stage Name – Enter the name for this stage (e.g., Follow-Up, Proposal Sent).
• Deal Probability – Set the percentage chance of deal success at this stage.
• Pipeline Stage Status – Toggle to Active or Inactive.

Step 4: Save the Stage

• Click the Save button.

🎉 You have successfully added a stage to your pipeline!

✅ Pro Tips

• Use different pipelines for various teams (e.g., Sales, Support, Service).
• Keep stage names short but descriptive.
• Use probability percentages to improve forecasting accuracy.