TormanoSettings > Pipelines lets you create and configure pipelines and their stages.
Multiple pipelines
You can run more than one pipeline when you sell in more than one way: a New Business pipeline and a Renewal pipeline, say, with their own stages and probabilities. Each deal sits in exactly one pipeline.
Stage settings
Each stage has:
- Name: what your team calls it, such as Discovery, Demo Booked, Negotiation, or Closed Won.
- Probability: the default probability percentage for deals in this stage. Used by the weighted forecast. A deal follows its stage’s probability unless someone types the deal’s own figure in its Probability field; moving a deal to another stage resets it to the new stage’s probability (unless the same edit sets the deal’s own figure), and a deal in a Won stage counts as 100%, in a Lost stage as 0%.
- Sort order: how stages appear on the kanban (drag to reorder).
- Stage type: mark a stage Won or Lost. Stages that are neither are open stages. Marking a stage is what lets forecasting and win/loss reporting count a deal as closed.
Default pipeline
The default pipeline is used for deals created with Quick Create or from a contact or company page. Set it with the star icon next to the pipeline name.
Changing stages on existing deals
Drag deals between columns on the board, or change the stage on the deal itself. A workflow can act on a stage change: when a deal reaches Negotiation, create a follow-up task in three days.
Reorganizing pipelines
Rename, reorder, and add stages at any time. You cannot delete a stage while deals are still in it: Tormano tells you how many and asks you to move them first. A pipeline’s last stage cannot be deleted either.