CRM Pipeline Stages
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CRM Pipeline Stages
- 1 Minute to read
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Print
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PDF
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.
Watch on YouTube at this link.
Creating a CRM Stage
- 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".
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Click on "Add a pipeline stage".
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Enter stage name and click "Add".
Editing a CRM Stage
- 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".
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Click on the pencil icon next to a stage.
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Edit stage name and click "Save".
Re-ordering CRM Stages
- 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".
- Click on the 6-dots icon to drag and drop to re-order stages.
Deleting a CRM Stage
- 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".
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Click on the trash icon next to a stage.
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Click on "Delete".
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