Customize my sales pipeline

Context

The pipeline represents the different stages of commercial monitoring of your opportunities, from first contact to the end of the trip or project abandonment.

Customizing the pipeline allows you to adapt these steps to your organization and your sales method. Each step in the pipeline corresponds to a status, used to track the progress of opportunities and trigger, if needed, automations (automatic tasks, financial indicators, etc.).

Objective

Customize the pipeline by creating and configuring statuses to accurately reflect your sales process and improve opportunity tracking and sales forecasting.

Where to find this feature?

To customize your pipeline, go to the Settings menu, then to the Statuses section.

If the Settings menu does not appear, this means you do not have the necessary rights to manage your Caladeo workspace settings. In this case, contact an administrator of your team so they can adjust your permissions.

Step-by-step

Here are the steps to add or modify a status in the pipeline:

1. Open the Settings menu from the main navigation.
2. Go to the Statuses section.
3. Click on New status or select an existing status to edit it.
4. Enter the status information:
   • Name: name of the status displayed in the pipeline (e.g.: New project, Quote sent, Trip confirmed)
   • Inactive / Active: Is the status for active or inactive opportunities?
   • Color: color used in the pipeline view to quickly identify the status
   • Priority: allows you to order the statuses in the pipeline
   • Success probability: percentage estimating the chances of the opportunity converting (e.g.: 10%, 50%, 90%) This value is used by the financial dashboard to calculate sales forecasts (probable revenue, probable margin, etc.).
5. Save the status.

💡 Tip: avoid priorities 1, 2, 3… Prefer values like 10, 20, 30, so you can easily insert new statuses between existing ones later.

What happens next in Caladeo

The statuses created or modified appear immediately in the pipeline view of opportunities.

When an opportunity changes status, its position in the pipeline is updated, the financial dashboard indicators are recalculated based on success probability, and the automatic tasks associated with the status are triggered.

Frequently asked questions

Can I modify an existing status?

Yes. You can modify the name, color, priority, or success probability of a status at any time. Changes apply immediately to the relevant opportunities.

Can I add as many statuses as I want?

Yes. You can create as many statuses as needed to reflect your business process. However, it is recommended to limit the number of statuses in order to keep a readable pipeline and avoid excessive horizontal scrolling.

Good to know

• Use clear and understandable status names that the entire team can understand.
• Avoid unnecessarily multiplying statuses to keep your pipeline readable.
• Regularly adjust success probabilities to obtain more reliable financial forecasts.
• Statuses can be used to trigger automatic tasks (see the Configure automatic tasks page).