{"id":11808,"date":"2025-03-31T20:04:15","date_gmt":"2025-03-31T17:04:15","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11808"},"modified":"2025-04-16T13:25:19","modified_gmt":"2025-04-16T10:25:19","slug":"how-to-create-and-edit-pipelines-in-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-create-and-edit-pipelines-in-snov-io-crm\/","title":{"rendered":"How to create and edit pipelines in Snov.io CRM"},"content":{"rendered":"

This article offers a detailed guide on setting up and managing sales pipelines within Snov.io CRM.<\/span><\/i><\/p>\n

How to create a pipeline<\/span><\/a><\/p>\n

How to edit pipeline stages<\/span><\/a><\/p>\n

Pipeline<\/strong> is a sequence of stages that guide a prospect toward conversion.\u00a0<\/span><\/b><\/p>\n

In Snov.io CRM, you can set up to 20 customizable pipelines, each reflecting your unique sales process.\u00a0<\/span><\/b>\"\"Within each pipeline, you can add stages that represent a deal status. As you work on your deals, they will be sorted in the pipeline according to their status.<\/span><\/p>\n

How to create a pipeline<\/span><\/h2>\n

Go to <\/span>CRM<\/span><\/a>, click <\/span>Pipeline <\/b>in the top right corner and select <\/span>New pipeline<\/b> from the drop-down.<\/span>\"\"Name your new pipeline and click <\/span>OK<\/b>.\u00a0<\/span>\"\"Now, the new pipeline is listed in the same menu. You can switch between pipelines or rearrange their order.<\/span>\"\"<\/p>\n

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\"tip\"<\/div>\n
\n

In CRM you can control the quality of your leads by verifying their emails<\/a>, automate follow-ups and manage deal stages.<\/p>\n<\/div>\n<\/div>\n

How to edit pipeline stages<\/span><\/h2>\n

To add, delete or edit stages, go to Pipeline settings by clicking the gear icon in the top right corner.<\/span>\"\"Here you can rename pipeline stages, change their color, move or delete them. All changes will be saved automatically.<\/span>\"\"To rename<\/b> a stage, click on it and type in the new name.\u00a0<\/span><\/p>\n

To change the stage<\/b> color<\/b>, click the color icon that will appear next to the stage name.<\/span><\/p>\n

To delete <\/b>a stage or the entire pipeline, click the trash bin icon.<\/span><\/p>\n

\n
\"learn\"<\/div>\n
\n

If the stage you\u2019re trying to delete has active deals, you\u2019ll get a warning notification. You\u2019ll be able to confirm deletion or cancel it.<\/p>\n<\/div>\n<\/div>\n

You can also <\/span>add <\/b>your custom stages (click the plus icon) or <\/span>re-arrange<\/b> them by using the drag icon to change the order.<\/span><\/p>\n

Lost stage <\/b>has some templates for recording the reasons for lost deals. You can add your custom reasons too. By logging the reasons you can improve your lead qualification and refine your processes for better results.<\/span>\"\"You will be able to see the graph with the most common reasons behind your lost deals in <\/span>Deals statistics<\/b>. Learn more about managing deal loss reasons in this <\/span>article<\/span><\/a>.\u00a0<\/span><\/p>\n

\"\"<\/p>\n

If you have any other questions, don\u2019t hesitate to contact our Customer Care team via live chat or at <\/span>help@snov.io<\/strong>. We\u2019re always here to help!<\/span><\/p>\n

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Related articles<\/strong><\/span><\/h4>\n

How to review Deals statistics in Snov.io CRM<\/a><\/span><\/p>\n

How to create deals based on prospect actions<\/a><\/span><\/p>\n

How to manage Deal loss reasons in Snov.io CRM<\/a><\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

This article offers a detailed guide on setting up and managing sales pipelines within Snov.io CRM. How to create a pipeline How to edit pipeline stages Pipeline is a sequence of stages that guide a prospect toward conversion.\u00a0 In Snov.io CRM, you can set up to 20 customizable pipelines, each reflecting your unique sales process.\u00a0Within […]<\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[665],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11808"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11808"}],"version-history":[{"count":7,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11808\/revisions"}],"predecessor-version":[{"id":38953,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11808\/revisions\/38953"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}