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CRM Pipeline Stages
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Contents

CRM Pipeline Stages

  • 1 Minute to read
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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

  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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