Manage pipelines and stages

Ariyes gives you a sensible pipeline out of the box and lets you shape it to your process.

The default pipeline

The first time you use the CRM, a default "Sales" pipeline is created automatically with six stages:

  1. Lead — open, 10% win probability
  2. Qualified — open, 30%
  3. Proposal — open, 60%
  4. Negotiation — open, 80%
  5. Closed Won — won, 100%
  6. Closed Lost — lost

Each stage has a kind (open / won / lost), a win probability, a color, and a position in the order.

Customize or add pipelines

You can edit the stages — rename them, change probabilities and colors, reorder them, or add and remove stages — to match how your team actually sells. You can also create additional pipelines for different sales motions, and optionally copy the stages from an existing pipeline as a starting point. Set which pipeline is the default.

Archiving a pipeline

To archive a pipeline, first make sure it has no open deals — Ariyes will block the archive and tell you how many open deals remain, so move or close them first. This prevents deals from being lost when a pipeline is retired.

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