3 docs tagged with "Pipelines"

To add a new stage to your pipeline, click the pencil icon next to your pipeline’s name or hover your cursor over a pipeline after opening the dropdown.

Fintesk comes with a basic sales pipeline that outlines a straightforward sales flow. As deals move through these stages, you’re given a visual overview of where your items are in the sales process.

For many companies, there are multiple processes used for sales completion, which is why you can create multiple pipelines for your deals.