Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
Statuses & Pipelines

icon picker
Opportunity Pipeline

Please watch the video below to understand:

How we categorise our opportunity pipeline & statuses.
The different opportunity status types.
How to create a new pipeline.
How to create new opportunity statuses.

How to Create a New Opportunity Pipeline

Navigate to the Settings. ​
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Go to the Statuses & Pipelines page. ​
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Scroll to the bottom of the page and click + New Pipeline. ​
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Name the new pipeline, then click Save.
Screenshot 2023-09-06 at 4.19.55 pm.png

How to Create New Opportunity Statuses

In the Statuses & Pipelines page, scroll to the Opportunity Pipeline you want to add a new status to.
Type the name of the new status in the Status Name box. ​
Screenshot 2023-09-06 at 4.23.09 pm.png
Select the Status type in the box directly to the right of the status name, then click Add. ​
Screenshot 2023-09-06 at 4.23.36 pm.png
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