How to set up pipelines and statuses

Pipelines in keyCRM is a section that allows you to collect all inquiries from potential customers in one place, work with them in different pipelines, and create orders based on them.

How to enable the pipeline section?

To start working with pipelines, go to «Settings» → «Pipelines» and:

1. Turn on the «Use Pipelines» switch;

2. Select card sorting for all pipelines:

• From newest to oldest;

• From oldest to newest;

• By next contact date, ascending;

• By next contact date, descending.

How to create a pipeline?

Click on the «Create new pipeline» button and fill in the fields:

1. Name — enter the name of the pipeline;

2. Pipeline type — select from the list: leads, applications, requests, deals (does not affect functionality);

3. Access to pipeline — grant access only to certain roles that will have access to this pipeline, or leave it blank for general access.
   The «Administrator» role has access to all pipelines by default, regardless of these settings;

4. Action with a successful card:
   - only change status;
   - create another card — select the pipeline in which a new card will be automatically created. Available if other pipelines are created
   - create order — the system will automatically create and link this order to the card;
   
   
   Note! When creating an order, products are transferred from the card. If the products in the catalog have a higher price, a discount will be automatically added to the product so that the sale price matches the price of the product on the card.
5. Distribution of new cards among managers. Does NOT work for telephony, chats, and imports, or when a card is created with a manager immediately.
6. Track payments in cards for this pipeline if you need to record customer payments in applications;
7. Activate the block with products/services in cards for this pipeline if you plan to use them.

After specifying the necessary parameters, click the «Add» button, and the created pipeline will be displayed in the section and in the settings.

If necessary, you can add any number of pipelines.

How to set up statuses in the pipeline?

After creating a pipeline, it has a basic set of statuses. To change statuses in a specific pipeline, click on the «Statuses settings» button:

The open window displays a list of all statuses, which are divided into four types:

• Incoming status — only one is possible, and all new cards will fall into this category;

• In progress statuses — you can create as many statuses as you need according to your workflow;

• Successful status — only 1 possible, cards whose processing has been successfully completed will fall into this status;

• Unsuccessful statuses — you can add as many statuses as you like for various reasons for cancellation. When a card falls into these statuses, it is considered «cancelled».

What actions can be performed with statuses

You can perform the following actions with the list of statuses:

1. Change the order of statuses in one group;

2. Edit the name and color of the status;

3. Delete the status.

The status ID is displayed when you hover over the «i» icon next to its name in the list.

How to create a status in the pipeline?

Click the «Add status» button below the status list. In the window:

• Title — enter the name of the column in the funnel;

• Color — select the status color from the list;

• If the status belongs to the cancellation group, activate the «Unsuccessful status» switch:

After filling in the details, click the «Add» button.

Available actions in the pipeline list

The pipeline list displays general information about the pipelines you have created:

• Name of the pipeline;

• Pipeline ID — hover over the icon (i) next to the pipeline name;

• Pipeline type;

• Action with a successful card;

• Number of cards currently in this pipeline;

• Actions with pipelines:

1. Edit pipeline settings;

2. Change pipeline status settings;

3. Delete pipeline.

Once you have completed all the settings, you can start working in pipelines, connect employees to them by granting them access, and track performance in analytics.