The new Sales Pipeline Customization feature in Better Agency is designed to fit your unique workflow, allowing you to hide unnecessary stages and create new ones. Here's a step-by-step guide to make the most of this functionality:
Video Walkthrough:
Getting Started
To access this feature, ensure you're in the new beta pipeline view:
- Navigate to the pipeline page.
- If the pipeline view isn’t visible, click View Beta to enable it.
Customizing Stages
Hiding Stages
- Click the Stages dropdown at the top of the pipeline view.
- Uncheck the boxes for stages you don’t need (e.g., Appointments).
- Note: Certain stages like New Leads, Won, and Lost cannot be hidden.
- To show a hidden stage, simply check the box again.
Creating New Stages
- Click the + Create New button in the Stages dropdown.
- Enter a name for the stage (e.g., Pre-Qualify).
- Click the checkmark to add it to your pipeline.
Reordering Stages
- Use the six-dot icon next to a stage to drag and drop it into the desired position.
- The changes will be saved automatically.
Additional Features
Horizontal Scrolling Shortcut
- If your screen is small, hold down Shift and scroll using your usual method.
- Release Shift to return to vertical scrolling.
User-Specific Customization
- Hidden stages are unique to your user profile.
- Other team members can customize their own view without affecting yours.
Admin-Only Features
- Only admins can create new stages for the pipeline.
- Non-admin users can request new stages by contacting an admin.
Why This Feature Matters
- Improves Efficiency: Tailor the sales pipeline to your agency’s workflow.
- Streamlines Navigation: Hide unnecessary stages for a cleaner view.
- Empowers Teams: Individual users can customize their pipelines without disrupting others.
Optimize your workflow and enhance productivity with Better Agency’s customizable sales pipeline stages!