Finding Your Pipelines and Stages
Click on the hamburger menu > company settings > stages to access both pipeline and stage settings.
Pipeline names are shown in colored segments. The stages in the pipeline are shown beneath.
Editing Pipelines and Stages
Click the Pencil icon on the pipeline to open the editing menu. From there you can...
Duplicate the pipeline for re-use with minimal changes.
Change the color of the pipeline.
Delete the pipeline if no longer needed.
Click the Pencil icon on the stage to open the editing menu. From there you can...
Edit campaign triggers.
Customize the preview snippet.
Choose the status of projects in the stage.
Duplicate the stage.
Archive the stage.
Delete the stage
Drag and drop stages or pipelines to reorder them according to your process. Be mindful not to disrupt stages that contain active projects and contacts.
Overlapping Stages
ProLine allows you to connect pipelines via overlapping stages. For example, you can connect your sales and production pipelines via a "Won" stage that will appear in both.
To create an overlapping stage, please follow these steps:
Navigate to: hamburger menu > Company Settings > Stages.
Create a new stage within the pipeline where this stage would begin. For example, a "Won" stage would be created in the Production pipeline.
After creating the stage, head to the pipeline where the stage will be connected to and click on the pencil icon. In this example, this would be the Sales pipeline.
Click on the overlap stages icon, which is represented by a square on top of another square.
On the popup, click the dropdown menu where it says "Choose stage to add" and select the stage we wish to connect to this pipeline. In this example, we will choose the "Won" stage.
After completing these steps, the overlapping stage will appear at the end of the connected pipeline and will appear greyed out. In this example, the "Won" stage will be appear in both the Sales and Production pipelines.
Projects added to an overlapping stage will appear in two different pipelines at the same time, allowing you to create a flow that allows you to move projects through your different processes.
Creating New Pipelines and Stages
To add a new pipeline, type the name of the new pipeline into the ADD NEW FOLDER field at the bottom of the page and press Enter. A default color will be assigned.
To insert a new stage within a pipeline, type the name of the new stage in the ADD NEW STAGE field and press Enter.
Troubleshooting and Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.