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CRM Pipeline Stages
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Contents

CRM Pipeline Stages

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Article Summary

Important
  • This can only be done by an Admin.
  • This is only available for companies running the Recruitment Agency version of Manatal and is not available for companies under the Company / Corporate accounts. Read more about different account types here.

Under the Recruitment Agency setting, Manatal offers a board view in which clients can be moved by dragging and dropping them through customizable stages.

Note

Any changes will be applied to all users under your company account.

Creating a CRM Stage

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages".

Administration 1.png

Customization.png

Organizations.png

Customize CRM pipeline stages.png

  1. Click on "Add a pipeline stage".
    CRM Pipeline Stages 1

  2. Enter stage name and click "Add".
    CRM Pipeline Stages 2

Editing a CRM Stage

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages".

Administration 1.png

Customization.png

Organizations.png

Customize CRM pipeline stages.png

  1. Click on the pencil icon next to a stage.
    CRM Pipeline Stages 3

  2. Edit stage name and click "Save".
    CRM Pipeline Stages 4

Re-ordering CRM Stages

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages".

Administration 1.png

Customization.png

Organizations.png

Customize CRM pipeline stages.png

  1. Click on the 6-dots icon to drag and drop to re-order stages.
    CRM Pipeline Stages 5

Deleting a CRM Stage

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize pipeline stages".

Administration 1.png

Customization.png

Organizations.png

Customize CRM pipeline stages.png

  1. Click on the trash icon next to a stage.
    CRM Pipeline Stages 6

  2. Click on "Delete".
    CRM Pipeline Stages 7

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