Pipeline tab contains the details of pipelines and stages for opportunity.
- List pipelinesIt shows the list of pipelines which contains stages list.
- Add/update stageAfter filling pipeline name. click on the save/update button to add the new/update pipeline or click the cancel button to clear the changes made.
- Delete pipelinePipeline can be deleted, if stages are not present.
- StagesStages contains three options.
Status reason list contains all the status reason names and type of the status with action column.
- Opportunity status reasonDisplays the status reason name of the opportunity.
- Opportunity status typeDisplays the type of the opportunity status.
- ActionUser can not edit/delete the default opportunity status list. It has two options.
Source list contains all the source names with action column.
- Opportunity sourceDisplays the source name of the opportunity.
- ActionUser can edit/delete the source list. It has two options.